Senior Financial Planner & Wealth Growth Specialist (Toronto)

Senior Financial Planner & Wealth Growth Specialist (Toronto)

01 Oct
|
Sun Life
|
Toronto

01 Oct

Sun Life

Toronto

Sun Life Estate and Financial Planning Services (EFPS) supports a team delivering holistic financial plans to mass affluent and high-net-worth clients. You will partner with Sun Life Advisors and Field Leaders to expand capabilities and enhance client outcomes.

The role focuses on designing client-centered plans, conducting regional training sessions, and staying current on tax, estate planning, and wealth management to drive service excellence across Sun Life’s distributor network.

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📌 Senior Financial Planner & Wealth Growth Specialist (Toronto)
🏢 Sun Life
📍 Toronto

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