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 workplace.
📌 Senior Director, Advanced Wealth & Estate Planning (Winnipeg)
🏢 Sun Life
📍 Winnipeg
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