Elevate clients' financial journeys as a Holistic Financial Planner with Sun Life. Drive impactful financial planning and collaboration with Advisors in a energetic, 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 creative 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