Become an Expert Financial Planner at Sun Life Financial, focusing on delivering tailored, holistic financial solutions to high-net-worth clients. Drive training initiatives in a versatile hybrid setting. As part of the Estate and Financial Planning Services team, you will assist in preparing comprehensive plans while providing training for advisors.

Collaborate closely with other professionals, ensuring that all financial strategies align with clients’ unique needs. Robust analytical skills and relationship-building expertise are essential to thrive in this role. Key Responsibilities:
Design financial plans incorporating risk and tax strategies
Organize and deliver advisor training sessions
Work alongside insurance specialists for comprehensive solutions
Stay updated on financial planning trends
Build relationships with Sun Life leadership and advisors Requirements:
CFP certification required
5+ years in financial planning
Proficient in Conquest software
Exceptional facilitation and presentation skills
Ability to explain financial concepts simply Leverage your financial expertise to support growth at Sun Life Financial.

📌 Expert Financial Planner Role Vancouver
🏢 Sun Life Financial
📍 Vancouver