Prepare and deliver holistic financial plans to mass affluent and high-net-worth individuals

Grow financial planning capabilities across Sun Life Financial Distributors

Develop and design financial plans addressing client goals and needs through risk management, retirement, tax and estate planning strategies

Organize regional training for Sun Life Advisors on financial planning topics

Collaborate with Advanced Case Managers and Insurance Sales Distributors to provide insurance solutions

Stay current in financial planning, wealth management, tax and estate planning

Cultivate and manage relationships with field leaders, Sun Life Advisors and senior leaders

Drive business growth strategy for Sun Life Advisors as a trusted partner for holistic planning

Deliver financial plans and regional training through virtual and on-site sessions

Requirements

Certified Financial Planner (CFP) certification is mandatory

Professional designations such as TEP, CLU or CPA are 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, tax, and estate planning strategies. Proficient in delivering training and presentations while cultivating solid relationships with clients and financial professionals.

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

Holistic Planning

Business Growth Strategy

Client Goals

Tools & Technologies

MS Teams

Zoom

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📌 Financial Planner (Ontario)
🏢 Jobtailor
📍 Ontario