Estate and Financial Planning Specialist

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. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

The role of the Estate and Financial Planning Specialist (EFPS) is to provide estate and financial planning services to qualified clients and an ability to engage experienced advisors in more complex opportunities. This role requires a blend of technical ability along with outstanding communication skills to review financial plans with advisors and clients. The Estate and Financial Planning Specialist provides personalized comprehensive financial planning to clients via CSF advisors.

While the role contributes to sales, this role is an advisory role that requires being kept at arms length from the sales role. Planning employees are not commissioned sales people nor are they licensed to sell product. It is important that clients view this service as balanced and objective.

Role reports to Regional Director, EFPS

Role Accountabilities:

• Contribute to CSF sales results by providing EFPS qualified clients with comprehensive financial planning advice.

• Support needs of the Financial Planning Support team by providing advanced level training to select CSF advisors in support of their development with respect to Financial Planning

• Serve as a financial planning services resource for advisors and Financial Centres

• Deliver seminars/presentations on advanced planning topics.

• Maintain a current and thorough knowledge of estate and financial planning through research, attending industry related functions, etc.

Shared Accountabilities:

• Large Insurance Case results in a designated region- shared with their leader

• Wealth results in a designated region - shared with their leader

What do you need to succeed?

• Excellent knowledge of estate and financial planning

• Superior verbal and written communication skills.

• Strong influence skills

• Excellent facilitation and presentation skills

• Strong relationship management skills

• Full competence in the use of Sun Life Financial Distributors financial planning support tools (SVFA).

• Demonstrated self-management skills.

• Strong analytical ability

• As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwide.

Education, Licensing & Accreditation Requirements:

• 5+ years in a Financial Planning or related role

• One or more of the following: CFP/Pl.Fin. (in Québec), CLU, CSC, CA, RFP, LLB

• IQPF Diploma (an asset)

What's in it for you?

• Working together, sharing common values, and encouraging growth & achievement

• Flexible Benefits from the day you join to meet the needs of you and your family.

• We’re proud to be recognized as a company with a 2023 Most Trusted Executive team by Great Place to Work® Canada

• Join one of our many Inclusion Networks. These voluntary, employee-led groups are dedicated to creating connection, fostering inclusivity, and building community.

• Charitable giving through our You Give, We Give program lets you give back to your community - and in many cases, we’ll match your contributions.

#LI-Hybrid

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life 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.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to thebrightside@sunlife.com.

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

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