Elevate your career with Sun Life as a Holistic Financial Planner. This role focuses on providing financial planning excellence to enhance client experiences and outcomes in a energetic, hybrid setting.
As a key member of the Estate and Financial Planning Services team, you will lead the development of comprehensive financial plans for affluent clients. You'll engage with Sun Life Advisors and Field Leaders, delivering training sessions and collaborating on financial strategies. This position embodies growth, teamwork, and a commitment to helping clients achieve their financial goals.
Key Responsibilities:
• Develop and design tailored financial plans for clients
• Organize regional training for Sun Life Advisors




• Collaborate with insurance solutions firms
• Stay updated on financial planning trends
• Build relationships with field leaders and senior advisors
Requirements:
• Certified Financial Planner (CFP) certification required
• 5 years' experience in financial planning
• Proficiency in Conquest software
• Robust communication and presentation skills
• Analytical problem-solving abilities
Apply your expertise in financial planning to create meaningful impacts in clients' lives at Sun Life.
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📌 Holistic Financial Planner At Sun Life Toronto
🏢 Sun Life Financial
📍 Toronto