Planning Director, Estate and Financial Planning Services

Overview  Planning Director, Estate and Financial Planning Services
You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You’ll work with dynamic colleagues who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential. Every day, you’ll have new and exciting opportunities to make life brighter for our Clients — who are at the heart of everything we do.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Role Summary
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 Distributions (SLFD). Reporting to the Regional Director of EFPS, this individual is responsible for preparing and delivering advanced holistic financial plans to 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, regional training and client seminars through various channels (e.g. virtual and on-site sessions, etc.).
What will you do?
Development of advanced financial plans to address client goals and needs through the implementation of strategies for risk management, retirement planning, tax planning and estate planning.
Provide comprehensive strategies focused on the management of intergenerational wealth transfers for individuals and business owners.
Organize regional training and client seminars for Sun Life Advisors and clients with a focus on advanced financial planning topics.
Collaboration with Advanced Case Managers (ACM) and Insurance Sales Distributors (ISD) in providing insurance solutions.
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.
What do you need to succeed?
Certified Financial Planner (CFP) certification is mandatory
Professional 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
Exceptional oral and written communication abilities
Proven talent in facilitation and delivering presentations
Adept at building and maintaining professional relationships
Demonstrated capacity for self-direction and independent work
Keen analytical and problem-solving skills
Ability to explain complex financial concepts in simple terms
Time management and organizational skills to handle multiple clients
Familiarity with digital tools for virtual client meetings and remote collaboration (e.g. MS Teams, Zoom)
Ability to work effectively in a team environment with other financial professionals
What's in it for you?
The opportunity to work with Financial Planning Professionals in the Financial Services and Insurance industry, focused on delivering Financial Planning excellence.
We’re committed to creating an inclusive and respectful environment. Our goal is to ensure all employees have the chance to reach their full potential.
We’re honored to be recognized as a 2024 Best Workplaces in Canada by Great Place to Work Canada.
Fitness and wellness programs that help balance work and life and promote a healthier lifestyle.
Flexible Benefits from day one to meet the needs of you and your family.
Salary Range:  110,000/110 /180 000
Job Category:  Sales - Distribution Support
Posting End Date:  20/01/2026

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