Sun Life is seeking a Senior Financial Planner to grow comprehensive financial planning capabilities for mass affluent and high-net-worth clients. You will prepare and deliver holistic financial plans, partnering with Sun Life Advisors and Field Leaders through virtual and on-site trainings, and help raise client outcomes with service excellence. Mandatory CFP certification and robust communication skills are required.
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📌 CFP Financial Planner – Holistic Planning & Growth (Winnipeg)
🏢 Sun Life
📍 Winnipeg
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