Holistic Financial Planner & Growth Partner (CFP) (Canada)

Holistic Financial Planner & Growth Partner (CFP) (Canada)

24 Sep
|
Sun Life
|
Canada

24 Sep

Sun Life

Canada

Sun Life Financial is seeking a senior Financial Planner to grow holistic planning capabilities for mass affluent and high-net-worth clients. You will deliver comprehensive financial plans and train Sun Life Advisors across multiple channels, balancing client needs with Sun Life’s growth objectives.

Ideal candidates have a CFP designation, 5+ years in financial planning, and robust presentation and relationship skills.

📌 Holistic Financial Planner & Growth Partner (CFP) (Canada)
🏢 Sun Life
📍 Canada

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: holistic financial planner & growth partner (cfp) (canada) / canada

Subscribe to this job alert:

Get the latest job offers by email for: holistic financial planner & growth partner (cfp) (canada) / canada