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
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.

📌 Senior Financial Planner Role At Sun Life Vancouver
🏢 Jobtailor
📍 Vancouver