You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights.

At Sun

Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives. Discover how you can make a difference in the lives of individuals, families and communities around the world.

You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. This role is part of the Business Growth, Retail Advice & Solutions (RA&S;).

As a member of the Estate and Financial Planning Services (EFPS) support team, this role is responsible for growing financial planning capabilities across Sun Life Financial Distributors (SLFD). Reporting to the Regional Director, of EFPS, this individual is responsible for preparing and delivering holistic financial plans to mass affluent and high-net-worth individuals. What you bring to the role is your passion in providing holistic financial planning expertise to improve Sun Life Advisors’ and clients’ financial planning experience and deliver better outcomes, all while executing with service excellence.

This individual will have the opportunity to work in partnership with Sun Life Advisors and Field Leaders in the delivery of financial plans and regional training through various channels (e.g. virtual and on-site sessions, etc.). Development and design of financial plans to address client goals and needs through the implementation of strategies pertaining to risk management, retirement planning, tax planning and estate planning. Organize regional training for Sun Life Advisors on various financial planning topics.





Proactively staying up to date in all areas of financial planning, wealth management, tax and estate planning. Cultivate and manage relationships with field leaders, Sun Life Advisors and senior leaders.

Certified Financial

Planner (CFP) certification is mandatory Skilled designations such as TEP, CLU or CPA is an asset Minimum of 5 years' experience in financial planning or a similar field Comprehensive understanding of financial planning principles and practices Proficient in utilizing Sun Life Financial Distributors' planning tools, specifically Conquest software. Adept at building and maintaining professional relationships Familiarity with digital tools for virtual client meetings and remote collaboration (e.g. Mandarin proficiency (written and spoken) is an asset The opportunity to work with Financial Planning Professionals in the Financial Services and Insurance industry, that are continually in pursuit of delivering Financial Planning excellence.

Fitness and wellness programs that help you balance work and life and enjoy a healthier lifestyle.

Flexible

Benefits from the day you join to meet the needs of you and your family. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Diversity and inclusion have always been at the core of our values at Sun Life.

A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to [email protected] are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you. We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

Sales - Distribution Support Posting End Date

📌 Financial Planning and Performance Consultant (Toronto)
🏢 Sun Life
📍 Toronto