You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights.
At Sun
Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives. Discover how you can make a difference in the lives of individuals, families and communities around the world.
Planning
Director, Estate & Financial Planning Services Advanced Wealth Planning for High-Net-Worth Clients Join Sun Life Financial as an Estate & Financial Planning Services Planning Director where you'll make a meaningful impact on clients' financial futures. In this role, you'll partner with our network of Sun Life Advisors to develop comprehensive financial strategies for high-net-worth individuals and business owners, while contributing to the growth of our financial planning capabilities across the organization. Design advanced, holistic financial plans addressing retirement, tax optimization, risk management, and estate planning strategies Develop specialized strategies for intergenerational wealth transfers and business succession planning Deliver regional training sessions and client seminars on advanced financial planning topics through both virtual and in-person formats Collaborate with insurance specialists and case managers to provide integrated solutions Build and nurture relationships with field leaders, advisors, and senior stakeholders Stay current with evolving tax regulations, estate law,
and wealth management best practices Minimum 7 years of financial planning or related experience Deep expertise in financial planning principles, wealth management, tax, and estate planning Proficiency with financial planning software (Conquest experience is a plus) Excellent communication abilities and proven relationship‑building skills Comfort with digital collaboration tools (MS Teams) for remote client engagement Agricultural tax knowledge is an asset Reporting to: Regional Director, Estate & Financial Planning Services The opportunity to work with Financial Planning Professionals in the Financial Services and Insurance industry, that are continually in pursuit of delivering Financial Planning excellence.
Fitness and wellness programs that help you balance work and life and enjoy a healthier lifestyle.
Flexible
Benefits from the day you join to meet the needs of you and your family. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Diversity and inclusion have always been at the core of our values at Sun Life.
A diverse workforce with wide perspectives and creative ideas advantages our Clients, the communities where we operate and all of us as colleagues. Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to
[email protected] are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you. We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.
Sales - Distribution Support Posting End Date
📌 Planning Director, Estate & Financial Planning Services (Regina)
🏢 Sun Life
📍 Regina