Sun Life Financial is seeking an Estate & Financial Planning Services Planning Director to lead advanced wealth strategies for high-net-worth clients and business owners. You will work with Sun Life Advisors to design holistic plans, mentor regional teams and advance planning capabilities across the organization.
Reporting to the Regional Director, you’ll deliver regional trainings, seminars and collaborate with insurance specialists to provide integrated solutions, while staying current on tax
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📌 Senior Wealth Architect: Estate & Tax Planning Director (Regina)
🏢 Sun Life
📍 Regina
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