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Financial Consultant

Senior Planning Director, Estate and Financial Strategies

Job in Kitchener, Ontario, Canada
Listing for: Sun Life
Full Time position
Listed on 2026-01-10
Job specializations:
  • Finance & Banking
    Financial Consultant
Job Description & How to Apply Below
A leading financial services firm is seeking a Planning Director for Estate and Financial Planning Services in Kitchener, Canada. The role focuses on delivering comprehensive financial plans to high-net-worth clients and includes collaboration with Sun Life Advisors. The ideal candidate will possess a CFP certification and extensive experience in financial planning. The position offers a hybrid work environment, promising growth opportunities, diverse support, and competitive compensation, ensuring an inclusive workplace for all employees.
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Position Requirements
10+ Years work experience
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