Director, Estate and Financial Planning Services - Remote

Overview

The Director of Estate and Financial Planning Services will lead the growth of financial planning capabilities at Sun Life Financial, focusing on delivering advanced financial plans to high-net-worth individuals while collaborating with advisors and leaders.

In Short

• Develop advanced financial plans for clients.
• Provide strategies for risk management, retirement, tax, and estate planning.
• Organize training and seminars for advisors and clients.
• Collaborate with Advanced Case Managers and Insurance Sales Distributors.
• Stay updated on financial planning trends and tools.
• Build relationships with field leaders and advisors.
• Utilize digital tools for virtual meetings.
• Must be bilingual for certain interactions.
• Minimum 7 years of experience required.
• CFP certification is mandatory.

Requirements

• Certified Financial Planner (CFP) certification.
• Professional designations such as TEP, CLU, or CPA are an asset.
• 7+ years in financial planning or related fields.
• Comprehensive understanding of financial planning principles.
• Proficiency in Conquest software.
• Exceptional communication and presentation skills.
• Adept at building professional relationships.
• Strong analytical and problem-solving skills.
• Excellent time management and organizational skills.
• Ability to work effectively in a team environment.

Benefits

• Opportunity to work with financial planning professionals.
• Inclusive and respectful work environment.
• Fitness and wellness programs.
• Flexible benefits from day one.
• Hybrid work options available.
• Recognition as a top workplace.
• Support for career growth and learning.
• Commitment to diversity and inclusion.
• Access to various incentive plans.
• Chance to impact communities globally.