Senior Financial Planner: Holistic Wealth & Estate Strategy (Ontario)

Senior Financial Planner: Holistic Wealth & Estate Strategy (Ontario)

06 Sep
|
Sun Life
|
Ontario

06 Sep

Sun Life

Ontario

Sun Life Financial is hiring for a role within EFPS support, focusing on delivering holistic financial plans to mass affluent and high-net-worth clients. You’ll collaborate with Sun Life Advisors and Field Leaders to enhance planning experiences and outcomes, driving growth while upholding service excellence.

The position emphasizes training, partnership, and ability to explain complex financial concepts clearly. Hybrid work model and solid focus on client outcomes are featured in the role.

📌 Senior Financial Planner: Holistic Wealth & Estate Strategy (Ontario)
🏢 Sun Life
📍 Ontario

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