Senior Financial Analyst managing expense planning, forecasting and reporting for Sun Life’s investment solutions. Delivering actionable insights, controls and savings analysis to senior leaders.
About the role
- Financial Planner developing holistic plans for affluent clients and supporting Sun Life’s insurance and financial services advisors. Delivering regional training and driving holistic planning growth.
Responsibilities
- Develop and design holistic financial plans addressing client goals and needs through risk management, retirement planning, tax planning and estate planning strategies
- Organize regional training for Sun Life Advisors on financial planning topics
- Collaborate with Advanced Case Managers and Insurance Sales Distributors to provide insurance solutions
- Stay up to date on 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 as a trusted partner for holistic planning
- Prepare and deliver holistic financial plans to mass affluent and high-net-worth individuals
- Partner with Sun Life Advisors and Field Leaders in delivering financial plans and regional training through virtual and on-site sessions
- Report to the Regional Director of Estate and Financial Planning Services
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
- Fitness and wellness programs
- Flexible Benefits from the day you join to meet the needs of you and your family
- Hybrid work arrangement with flexibility to work from the office and virtually
- Inclusive and respectful work environment
- Professional growth and development opportunities
- Incentive plans for eligible employees, with payment discretionary and subject to individual and company performance
- Sales incentive plans for certain sales-focused roles
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Senior Financial Analyst supporting Sun Life Investment Solutions’ forecasting, expense management and financial insights. Building dashboards, models and reporting for strategic business decisions.
Personal Finance Advisor helping Desjardins members and businesses choose investments, loans, and insurance. Building trusted relationships while balancing client satisfaction, profitability, and risk.
VP of Finance leading accounting, treasury, reporting, and finance transformation for Centricity Research’s US and Canadian clinical research network. Supporting acquisitions, refinancing, and scalable growth.
Senior Principal leading tax and preferred equity investments at Crux, a clean - energy capital platform. Structuring complex transactions and guiding Investment Committee decisions.
Principal executing tax and preferred equity investments for Crux, a clean - energy capital platform. Leading transaction modeling, negotiations, Investment Committee preparation, and portfolio stewardship.
Financial Reporting Manager leading accounting, reporting, controls, and compliance for Creative Energy’s sustainable district energy systems. Supporting low - carbon infrastructure growth across North America.
Investment Banking Associate advising real estate clients at Desjardins Capital Markets. Building financial models, analyzing transactions, and supporting client mandates across Canada.
Client Financial Services Agent supporting business banking clients at Desjardins cooperative. Managing account documentation, sales support, client relationships, and business development activities.
Director guiding Quebec and Atlantic Canada advisors on portfolio construction, risk, and communication. Supporting Manulife’s investment consulting program through referrals and advisor engagements.