Financial Analyst underwriting contract surety bonds and assessing contractor risk for Travelers, a commercial insurance company. Building broker relationships and supporting quality insurance underwriting.
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
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