Senior Director, Advanced Wealth & Estate Planning (Manitoba)

Senior Director, Advanced Wealth & Estate Planning (Manitoba)

21 Sep
|
Sun Life
|
Manitoba

21 Sep

Sun Life

Manitoba

Sun Life Financial is seeking a Planning Director for Estate & Financial Planning Services to lead advanced planning for high-net-worth clients and business owners. You will partner with Sun Life Advisors to develop comprehensive strategies and grow the organization’s financial planning capabilities.
The role requires CFP designation and 7+ years of experience, with preferred credentials like TEP, CLU, or CPA. You will train, consult, and collaborate across regions in a hybrid work setting.

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📌 Senior Director, Advanced Wealth & Estate Planning (Manitoba)
🏢 Sun Life
📍 Manitoba

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