Join the passionate team at Sun Life as a Holistic Financial Planner, delivering comprehensive financial solutions for clients. Work hybrid and contribute to life-changing financial plans. As part of the Estate and Financial Planning Services team, you'll be responsible for creating and delivering strategic financial plans for mass affluent and high-net-worth individuals.

This role requires a Certified Financial Planner (CFP) designation and a minimum of five years of relevant experience. Collaborate closely with Sun Life Advisors and Field Leaders to enhance financial planning capabilities and client outcomes. Key Responsibilities:

- Develop financial strategies for client goals and needs
- Organize regional training sessions for Advisors




- Collaborate with Advanced Case Managers in insurance solutions
- Stay updated on wealth management and tax planning
- Cultivate relationships with field leaders and senior staff

Requirements:

- Certified Financial Planner (CFP) certification is required
- At least 5 years in financial planning or related fields
- Robust communication skills, both oral and written
- Proficiency in Conquest software and financial tools
- Analytical skills for complex financial concepts

Make a meaningful difference in the lives of clients by enhancing their financial planning experience with Sun Life.

📌 Holistic Financial Planner at Sun Life (Ontario)
🏢 Sun Life
📍 Ontario