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Financial Consultant Corporate Finance Wealth Management Financial Manager

Senior Director, Estate & Holistic Financial Planning

Job in Toronto, Ontario, C6A, Canada
Listing for: Sun Life Financial
Full Time position
Listed on 2026-01-10
Job specializations:
  • Finance & Banking
    Financial Consultant, Corporate Finance, Wealth Management, Financial Manager
Job Description & How to Apply Below
A leading financial services firm in Toronto seeks a financial planning professional to develop advanced strategies for high-net-worth clients. Responsibilities include collaboration with advisors, organizing training, and delivering client seminars. Candidates must hold a CFP certification with at least 5 years of relevant experience. The role offers a supportive environment and opportunities for personal and professional growth within a hybrid work model, making a significant impact in clients' financial well-being.
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Position Requirements
10+ Years work experience
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