Development and design of financial plans to address client goals and needs through the implementation of strategies pertaining to risk management, retirement planning, tax planning and estate planning.
Organize regional training for Sun Life Advisors on various financial planning topics.
Collaboration with Advanced Case Managers (ACM) and Insurance Sales Distributors (ISD) in providing insurance solutions.
Proactively staying up to date in all areas of financial planning, wealth management, tax and estate planning.
Cultivate and manage relationships with field leaders, Sun Life Advisors and senior leaders.
Driving business growth strategy for Sun Life Advisors by being proactive as trusted partner for holistic planning.
Requirements Certified Financial Planner (CFP) certification is mandatory
Professional designations such as TEP, CLU or CPA is an asset
Minimum of 5 years' experience in financial planning or a similar field
Comprehensive understanding of financial planning principles and practices
Proficient in utilizing Sun Life Financial Distributors' planning tools, specifically Conquest software.
Exceptional oral and written communication abilities
Proven talent in facilitation and delivering presentations
Adept at building and maintaining professional relationships
Demonstrated capacity for self-direction and independent work
Keen analytical and problem-solving skills
Ability to explain complex financial concepts in simple terms




Time management and organizational skills to handle multiple clients
Familiarity with digital tools for virtual client meetings and remote collaboration (e.g. MS Teams, Zoom).
Ability to work effectively in a team environment with other financial professionals
Mandarin proficiency (written and spoken) is an asset.
Core Competencies Demonstrates expertise in financial planning, including risk management, retirement planning, tax planning and estate planning, while effectively utilizing planning tools like Conquest software. Proven ability to cultivate relationships and deliver training, presentations, and solutions in a team-oriented environment.
Highest-signal resume keywords Certified Financial Planner (CFP)
Financial Planning Principles
Conquest Software
Oral and Written Communication
Relationship Management
ATS Optimization Keywords Hard Skills Financial Planning
Risk Management
Retirement Planning
Tax Planning
Estate Planning
Analytical Skills
Problem-Solving Skills
Time Management
Organizational Skills
Soft Skills Communication Abilities
Facilitation Skills
Self-Direction
Team Collaboration
Certifications & Qualifications Certified Financial Planner (CFP)
TEP
CLU
CPA
Industry Keywords Financial Planning
Wealth Management
Insurance Solutions
Business Growth Strategy
Client Goals
Tools & Technologies Conquest Software
MS Teams
Zoom

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📌 Financial Planner (British Columbia)
🏢 Jobtailor
📍 British Columbia