Financial Planner

Jobtailor; Vancouver; On-site; CAD 85,000 - 110,000; Full time

Job summary

Sun Life Financial is seeking a seasoned Financial Planner to design comprehensive plans addressing client goals through risk, retirement, tax, and estate strategies. The role requires delivering clear, actionable guidance and collaborating with Sun Life Advisors to implement solutions.

You will organize regional trainings for Sun Life Advisors, partner with Advanced Case Managers and Insurance Sales Distributors, and stay current with industry developments to drive holistic planning and client

Qualifications

• CFP certification is mandatory.
• Professional designations such as TEP, CLU or CPA is 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.

Responsibilities

• Development and design of financial plans to address client goals and needs through the implementation of strategies pertaining to risk management, retirement planning, tax planning and estate planning.
• Organize regional training for Sun Life Advisors on various financial planning topics.
• Collaboration with Advanced Case Managers (ACM) and Insurance Sales Distributors (ISD) in providing insurance solutions.
• Proactively staying up to date in all areas of financial planning, wealth management, tax and estate planning.
• Cultivate and manage relationships with field leaders, Sun Life Advisors and senior leaders.
• Driving business growth strategy for Sun Life Advisors by being proactive as trusted partner for holistic planning.

Skills

Oral and written communication

Facilitation

Self-direction

Team collaboration

Analytical skills

Problem-solving skills

Time management

Organizational skills

Education

Certified Financial Planner (CFP)

TEP

CLU

CPA

Tools

Conquest Software

MS Teams

Zoom

Job description

• Development and design of financial plans to address client goals and needs through the implementation of strategies pertaining to risk management, retirement planning, tax planning and estate planning.
• Organize regional training for Sun Life Advisors on various financial planning topics.
• Collaboration with Advanced Case Managers (ACM) and Insurance Sales Distributors (ISD) in providing insurance solutions.
• Proactively staying up to date in all areas of financial planning, wealth management, tax and estate planning.
• Cultivate and manage relationships with field leaders, Sun Life Advisors and senior leaders.
• Driving business growth strategy for Sun Life Advisors by being proactive as trusted partner for holistic planning.

Requirements

• Certified Financial Planner (CFP) certification is mandatory
• Professional designations such as TEP, CLU or CPA is 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 planning, tax planning and estate planning, while effectively utilizing planning tools like Conquest software. Proven ability to cultivate relationships and deliver training, presentations, and solutions in a collaborative environment.

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
• Insurance Solutions
• Business Growth Strategy
• Client Goals

Tools & Technologies

• Conquest Software
• MS Teams
• Zoom