Elevate your career as a Certified Financial Planner with Sun Life, focusing on comprehensive financial plans that fulfill client goals through risk, retirement, tax, and estate planning strategies.

In this role, you'll utilize your Certified Financial Planner (CFP) certification and at least five years of experience to develop tailored financial solutions for clients. You'll also collaborate with Advanced Case Managers and Insurance Sales Distributors, driving growth strategies for Sun Life Advisors and cultivating key relationships. Ongoing career development in financial planning and wealth management is essential to your success.

Key Responsibilities:
• Develop personalized financial plans for clients
• Organize regional training sessions for advisors




• Collaborate with ACMs and ISDs on insurance solutions
• Stay updated in financial planning and wealth management
• Manage relationships with advisors and senior leaders

Requirements:
• Minimum of 5 years in financial planning
• Certified Financial Planner (CFP) certification required
• Proficient in Conquest software
• Exceptional communication and facilitation skills
• Ability to explain complex concepts simply

Bring your expertise in financial planning, communication, and relationship management to Sun Life, ensuring clients achieve their financial goals.
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📌 Certified Financial Planner At Sun Life British Columbia
🏢 Jobtailor
📍 British Columbia