Join Sun Life as a Financial Planning Specialist and make a difference in clients' financial journeys. This hybrid role emphasizes collaboration, client engagement, and delivering creative financial solutions.

As part of the Estate and Financial Planning Services team, you will prepare holistic financial plans for high-net-worth individuals. You will organize training for advisors and collaborate with various stakeholders to provide effective financial strategies. Your passion for financial literacy will empower clients to navigate their planning needs.

Key Responsibilities:
• Create personalized financial plans tailored to client needs
• Facilitate regional training for Sun Life Advisors
• Work with Advanced Case Managers for solutions




• Monitor financial planning techniques and regulations
• Cultivate qualified relationships across teams

Requirements:
• Mandatory Certified Financial Planner (CFP) certification
• Minimum 5 years in financial planning or similar field
• Deep knowledge of planning principles
• Excellent oral and written communication skills
• Ability to work independently and as part of a team

Utilize your financial expertise to foster a better financial future for Sun Life clients.
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📌 Financial Planning Specialist Sun Life Ontario
🏢 Sun Life Financial
📍 Ontario