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.
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📌 Senior Financial Planner Role at Sun Life (Vancouver)
🏢 Jobtailor
📍 Vancouver