Expert Financial Planner

Position: Expert Financial Planner Role
Become an Expert Financial Planner at Sun Life Financial, focusing on delivering tailored, holistic financial solutions to high-net-worth clients. Drive training initiatives in a flexible hybrid environment.

As part of the Estate and Financial Planning Services team, you will assist in preparing comprehensive plans while providing training for advisors. Collaborate closely with other professionals, ensuring that all financial strategies align with clients’ unique needs. Strong analytical skills and relationship-building expertise are essential to thrive in this role.

Key Responsibilities:

• Design financial plans incorporating risk and tax strategies

• Organize and deliver advisor training sessions

• Work alongside insurance specialists for comprehensive solutions

• Stay updated on financial planning trends

• Build relationships with Sun Life leadership and advisors

Requirements:

• CFP certification required

• 5+ years in financial planning

• Proficient in Conquest software

• Exceptional facilitation and presentation skills

• Ability to explain financial concepts simply

Leverage your financial expertise to support growth at Sun Life Financial.
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