Drive impactful financial planning as the Senior Planning Director at Sun Life Financial. Focus on high-net-worth clients with estate and wealth management expertise for lasting security.

As the Senior Planning Director, you will be responsible for crafting detailed financial solutions that encompass retirement, tax optimization, and estate planning for top-tier clients. Your role involves conducting valuable training sessions and seminars while fostering relationships with advisors and stakeholders to promote integrated planning services.

Key Responsibilities: • Create holistic financial strategies for clients • Facilitate training and client seminars effectively • Develop wealth transfer and succession planning strategies • Collaborate with insurance and case management specialists • Nurture relationships with high-profile clients and leaders

Requirements: • Certified Financial Planner (CFP) required • At least 7 years’ experience in financial planning • Robust analytical and problem-solving skills • Expertise in wealth management and estate planning • Proficient in digital collaboration tools

Lead the way in financial planning at Sun Life, transforming clients' lives through informed strategies.

📌 Senior Planning Director, Wealth Management (Winnipeg)
🏢 Sun Life
📍 Winnipeg