Step into a Senior Financial Planner position with Sun Life, where you will lead the development of strategic financial plans encompassing risk management and retirement solutions for clients.

Your role as a Senior Financial Planner requires a Certified Financial Planner (CFP) designation along with substantial experience in financial planning. Actively engage in training and mentoring Sun Life Advisors while building collaborative relationships with industry leaders. Your proactive approach to staying informed in financial planning practices will ensure the highest quality solutions for clients.

Key Responsibilities:
• Lead the development of financial strategies for clients
• Coordinate training sessions for Sun Life Advisors
• Engage with ACMs and ISDs for client solutions




• Continuously update knowledge in wealth management
• Cultivate mentor relationships across teams

Requirements:
• Certified Financial Planner (CFP) is mandatory
• Minimum of 5 years’ experience in financial planning
• Skilled in Conquest software and digital tools
• Robust facilitation and relationship management abilities
• Analytical mindset with effective time management

Bring your leadership in financial planning and ability to convey complex ideas simply to Sun Life, enhancing client success and advisor development.
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📌 Senior Financial Planner Role at Sun Life (British Columbia)
🏢 Jobtailor
📍 British Columbia