Elevate clients' financial journeys as a Holistic Financial Planner with Sun Life. Drive impactful financial planning and collaboration with Advisors in a agile, hybrid work workplace.

In this crucial role within the Estate and Financial Planning Services team, you will shape financial planning capabilities to assist mass affluent and high-net-worth clients. Your expertise will not only enhance the financial journeys of Sun Life Advisors, but also deliver robust outcomes for their clients.

With a focus on service excellence and cutting-edge solutions, you will bring your passion for financial planning to a team dedicated to growth and results.

Key Responsibilities:
Develop comprehensive financial plans addressing client goals
Organize training sessions for Sun Life Advisors




Collaborate with Advanced Case Managers for insurance solutions
Stay current with financial planning trends and regulations
Manage relationships with Advisors and senior leaders

Requirements:
Certified Financial Planner (CFP) certification mandatory
Minimum of 5 years' experience in financial planning
Proficient with Conquest software
Exceptional communication and presentation skills
Ability to work independently and in teams

Utilize your financial acumen to provide holistic planning that transforms client lives at Sun Life.
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📌 Holistic Financial Planner At Sun Life Burnaby
🏢 Sun Life
📍 Burnaby