Financial Planner - Sun Life, Vancouver

AI Summary

This role is for a Financial Planner at Sun Life in Vancouver, British Columbia. You will be responsible for developing and delivering holistic financial plans to mass affluent and high-net-worth clients. Key duties include designing strategies for risk management, retirement, tax, and estate planning, while also providing regional training to Sun Life Advisors. A Certified Financial Planner (CFP) certification and a minimum of five years' experience in financial planning are mandatory requirements.

About the Opportunity at Sun Life

At Sun Life, you'll discover a dynamic environment where you are encouraged to be your best self, working alongside experts eager to share their knowledge. Your leaders will inspire and help you reach your full potential, ensuring you have new and exciting opportunities daily to make life brighter for our clients. This pivotal role within the Estate and Financial Planning Services (EFPS) support team focuses on enhancing financial planning capabilities across Sun Life Financial Distributors. You will be instrumental in preparing and delivering comprehensive financial plans covering risk management, retirement planning, tax planning, and estate planning. This involves close partnership with Sun Life Advisors and Field Leaders, providing regional training and collaborating on insurance solutions to meet client goals and needs. Staying current with all areas of financial planning, wealth management, tax, and estate planning is key to driving business growth and becoming a trusted partner for holistic planning.

Your Expertise and Impact

To succeed in this Financial Planner position, a Certified Financial Planner (CFP) certification is mandatory, alongside a minimum of five years' experience in financial planning or a similar field. You'll bring a comprehensive understanding of financial planning principles and practices, proficiently utilizing Sun Life Financial Distributors' planning tools, including Conquest software. Exceptional oral and written communication abilities are essential, as is proven talent in facilitation and delivering presentations. Building and maintaining professional relationships with clients, field leaders, Sun Life Advisors, and senior leaders will be a core part of your contribution. You'll need demonstrated capacity for self-direction, keen analytical skills, and the ability to explain complex financial concepts in simple terms. Time management and organizational skills are crucial to effectively handle multiple clients, ensuring each receives the dedicated attention required for their financial life. Familiarity with digital tools for virtual client meetings and remote collaboration is also expected.

Why Choose a Career with Sun Life?

Joining Sun Life means becoming part of an organization committed to helping clients achieve lifetime financial security and live healthier lives. You'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, allowing you to make a meaningful difference in clients' lives. Sun Life is dedicated to creating an inclusive and respectful environment, ensuring all employees have the chance to live up to their full potential. Recognized as a Best Workplace in Canada, Sun Life offers fitness and wellness programs that help balance work and life, promoting a healthier lifestyle. Flexible benefits are available from day one, tailored to meet the needs of you and your family. This hybrid organization offers the choice and flexibility to work from both the office and virtually, reflecting a modern approach to work.