Sun Life Financial is seeking a Planning Director for Estate & Financial Planning Services to lead advanced, holistic financial planning for high-net-worth clients. You will partner with Sun Life Advisors to develop comprehensive strategies and grow the organization’s planning capabilities.
The role requires CFP certification and 7+ years in financial planning, with expertise in wealth management, tax, and estate planning.
📌 Senior Estate & Wealth Planning Director - Hybrid (Calgary)
🏢 Sun Life
📍 Calgary
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