Financial Planner, EFPS

Sun Life; Ottawa; On-site; CAD 80,000 - 100,000; Full time

Job summary

A financial services company in Ottawa seeks an experienced Financial Planner to design and implement holistic financial plans. Responsibilities include training Sun Life Advisors, collaborating on insurance solutions, and managing client relationships. Candidates must have a CFP certification and a minimum of 5 years in financial planning. This role promotes an inclusive environment and offers flexible benefits.

Benefits

Fitness and wellness programs

Flexible Benefits

Qualifications

• Certified Financial Planner (CFP) certification is mandatory.
• Minimum of 5 years' experience in financial planning or a similar field.
• Comprehensive understanding of financial planning principles and practices.

Responsibilities

• Development and design of financial plans for clients.
• Organize regional training for Sun Life Advisors.
• Collaboration with Advanced Case Managers in providing solutions.

Skills

Certified Financial Planner (CFP)

Oral and written communication

Facilitation and presentation skills

Analytical and problem-solving

Time management and organizational skills

Education

Professional designations (TEP, CLU, CPA)

Minimum 5 years' experience in financial planning

Tools

Conquest software

MS Teams

Zoom

Job description

Overview

Job Description

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.

This role is part of the Business Growth, Retail Advice & Solutions (RA&S). As a member of the Estate and Financial Planning Services (EFPS) support team, this role is responsible for growing financial planning capabilities across Sun Life Financial Distributors (SLFD). Reporting to the Regional Director, of EFPS, this individual is responsible for preparing and delivering holistic financial plans to mass affluent and high-net-worth individuals.

What you bring to the role is your passion in providing holistic financial planning expertise to improve Sun Life Advisors’ and clients’ financial planning experience and deliver better outcomes, all while executing with service excellence.

This individual will have the opportunity to work in partnership with Sun Life Advisors and Field Leaders in the delivery of financial plans and regional training through various channels (e.g. virtual and on-site sessions, etc.).

What will you do?

• 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.

What do you need to succeed?

• 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

What8s in it for you?

• The opportunity to work with Financial Planning Professionals in the Financial Services and Insurance industry, that are continually in pursuit of delivering Financial Planning excellence.
• We’re committed to creating an inclusive and respectful environment. Our goal is to make sure all our employees have the chance to live up to their full potential.
• We’re honoured to be recognized as a 2025 Best Workplaces in Canada by Great Place to Work Canada.
• Fitness and wellness programs that help you balance work and life and enjoy a healthier lifestyle.
• Flexible Benefits from the day you join to meet the needs of you and your family.