Sun Life Financial invites a Planning Director for Estate & Financial Planning Services to design advanced financial plans for high-net-worth clients and business owners. You will work with Sun Life Advisors to grow capabilities and deliver comprehensive strategies across the organization. Lead intergenerational wealth planning, coordinate with insurance specialists, and train staff through virtual and in-person seminars while staying current on tax and estate regulations.
📌 Senior Wealth Planning Director, High-Net-Worth (Hybrid) (Winnipeg)
🏢 Sun Life
📍 Winnipeg
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