Financial Planner, EFPS

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—experts in their fields—who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. 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.

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, you will grow financial planning capabilities across Sun Life Financial Distributors (SLFD). Reporting to the Regional Director of EFPS, you will prepare and deliver holistic financial plans to mass affluent and high-net-worth individuals.

About the role

You bring a passion for 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. You will partner with Sun Life Advisors and Field Leaders in the delivery of financial plans and regional training through various channels (e.g., virtual and on-site sessions).

Responsibilities

• Development and design of financial plans to address client goals and needs through strategies pertaining to risk management, retirement planning, tax planning, and estate planning.
• Organize regional training for Sun Life Advisors on various financial planning topics.
• Collaborate with Advanced Case Managers (ACM) and Insurance Sales Distributors (ISD) in providing insurance solutions.
• Proactively stay 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.
• Drive business growth strategy for Sun Life Advisors by being a proactive, trusted partner for holistic planning.

Requirements

• Certified Financial Planner (CFP) certification is mandatory.
• Professional designations such as TEP, CLU, or CPA are 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.
• Mandarin proficiency (written and spoken) is an asset.

Benefits

• Opportunity to work with financial planning professionals in the financial services and insurance industry, continually pursuing financial planning excellence.
• Commitment to creating an inclusive and respectful environment where all employees can live up to their full potential.
• Recognized as a 2026 Best Workplaces in Canada by Great Place to Work® Canada.
• Fitness and wellness programs to help balance work and life and enjoy a healthier lifestyle.
• Flexible benefits from the day you join to meet the needs of you and your family.

Pay

Salary range: $80,000 – $128,000.

In addition to base pay, eligible employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales-focused roles have sales incentive plans based on individual or group sales results.