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 team-oriented 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 • Strong 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. #J-18808-Ljbffr
📌 Senior Financial Planner Role at Sun Life (Winnipeg)
🏢 Jobtailor
📍 Winnipeg
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