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Director of Holistic Estate & Wealth 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, Wealth Management
Salary/Wage Range or Industry Benchmark: 110000 - 180000 CAD Yearly CAD 110000.00 180000.00 YEAR
Job Description & How to Apply Below
A leading financial services organization in Toronto is looking for a Planning Director in Estate and Financial Planning Services. In this role, you will develop advanced financial plans for high-net-worth clients and support advisors with training and strategies. Candidates should have a CFP certification and at least 5 years in financial planning. The role offers a base pay of $110,000 - $180,000, and includes participation in diverse benefits and incentive plans.
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