Financial Planner

Jobtailor; Toronto; On-site; CAD 90,000 - 130,000; Full time

Job summary

Jobtailor seeks a seasoned financial planner to prepare holistic plans and train Sun Life Advisors on financial planning topics. You will collaborate with case managers and distributors to deliver tailored solutions and stay current with tax, retirement, and estate strategies.

You will cultivate relationships with field leaders and drive growth as a trusted partner for holistic planning, delivering sessions both virtually and on-site.

Qualifications

• 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 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.
• 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.

Responsibilities

• Prepare and deliver holistic financial plans to mass affluent and high-net-worth individuals
• Grow financial planning capabilities across Sun Life Financial Distributors
• Develop and design financial plans addressing client goals and needs through risk management, retirement, tax 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 current in 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
• Deliver financial plans and regional training through virtual and on-site sessions

Skills

CFP certification

Conquest Software

Relationship Management

Oral and Written Communication

Financial Planning Principles

Team Collaboration

Tools

MS Teams

Zoom

Job description

• Prepare and deliver holistic financial plans to mass affluent and high-net-worth individuals
• Grow financial planning capabilities across Sun Life Financial Distributors
• Develop and design financial plans addressing client goals and needs through risk management, retirement, tax 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 current in 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
• Deliver financial plans and regional training through virtual and on-site sessions

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

Core Competencies

Demonstrates expertise in financial planning, including risk management, retirement, tax, and estate planning strategies. Proficient in delivering training and presentations while cultivating strong relationships with clients and financial professionals.

Highest-signal resume keywords

• Certified Financial Planner (CFP)
• Financial Planning Principles
• Conquest Software
• Oral and Written Communication
• Relationship Management

ATS Optimization Keywords

Hard Skills

• Financial Planning
• Risk Management
• Retirement Planning
• Tax Planning
• Estate Planning
• Analytical Skills
• Problem-Solving Skills
• Time Management
• Organizational Skills

Soft Skills

• Communication Abilities
• Facilitation Skills
• Self-Direction
• Team Collaboration

Certifications & Qualifications

• Certified Financial Planner (CFP)
• TEP
• CLU
• CPA

Industry Keywords

• Financial Planning
• Wealth Management
• Holistic Planning
• Business Growth Strategy
• Client Goals

Tools & Technologies

• MS Teams
• Zoom