Planning Director, Estate & Financial Planning Services

Sun Life Financial; Winnipeg; On-site; CAD 110,000 - 180,000; Full time

Benefits offered by this job

Hybrid work model

Best Workplace 2026 award

Wellness programs

Flexible benefits

Job summary

Sun Life Financial is seeking an Estate & Financial Planning Services Planning Director to partner with Sun Life Advisors and craft comprehensive wealth strategies for high-net-worth clients and business owners. You will lead advanced planning initiatives, stay current on tax and estate law, and contribute to the growth of planning capabilities across the organization.

You will train advisors, collaborate with specialists, and build relationships with senior stakeholders, while guiding a hybrid

Qualifications

• Certified Financial Planner (CFP) designation required.
• Minimum 7 years of financial planning or related experience.
• Credentials such as TEP, CLU, or CPA preferred.
• Deep expertise in financial planning, wealth management, tax, and estate planning.
• Strong presentation and facilitation skills; ability to explain complex concepts.

Responsibilities

• Design advanced, holistic financial plans addressing retirement, tax optimization, and estate planning.
• Develop intergenerational wealth transfer and business succession strategies.
• Deliver regional training sessions and client seminars (virtual and in-person).
• Collaborate with insurance specialists and case managers for integrated solutions.
• Build relationships with field leaders, advisors, and senior stakeholders.

Skills

Financial planning

Wealth management

Estate planning

Tax planning

Presentation

Relationship building

Analytical

Education

CFP designation

TEP/CLU/CPA (preferred)

Tools

Conquest

Job description

**Planning Director, Estate & Financial Planning Services****Advanced Wealth Planning for High-Net-Worth Clients****About the Opportunity**Join Sun Life Financial as an Estate & Financial Planning Services Planning Director where you'll make a meaningful impact on clients' financial futures. In this role, you'll partner with our network of Sun Life Advisors to develop comprehensive financial strategies for high-net-worth individuals and business owners, while contributing to the growth of our financial planning capabilities across the organization.**What You'll Do*** Design advanced, holistic financial plans addressing retirement, tax optimization, risk management, and estate planning strategies* Develop specialized strategies for intergenerational wealth transfers and business succession planning* Deliver regional training sessions and client seminars on advanced financial planning topics through both virtual and in-person formats* Collaborate with insurance specialists and case managers to provide integrated solutions* Build and nurture relationships with field leaders, advisors, and senior stakeholders* Stay current with evolving tax regulations, estate law, and wealth management best practices**What You Bring*** **Certified Financial Planner (CFP)** designation (required)* Minimum 7 years of financial planning or related experience* Professional credentials such as TEP, CLU, or CPA (preferred)* Deep expertise in financial planning principles, wealth management, tax, and estate planning* Strong presentation and facilitation skills with the ability to explain complex concepts clearly* Proficiency with financial planning software (Conquest experience is a plus)* Excellent communication abilities and proven relationship-building skills* Self-directed approach to work with strong analytical and problem-solving capabilities* Comfort with digital collaboration tools (MS Teams) for remote client engagement* Agricultural tax knowledge is an asset**Reporting to:** Regional Director, Estate & Financial Planning Services**What's 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 2026 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. The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results. Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds. Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to [e-mail]. We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you. We may use artificial intelligence to support candidate sourcing, screening, interview scheduling. We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted. **Salary Range:**110,000/110 000 - 180,000/180 000**Job Category:**Sales - Distribution Support**Posting End Date:**01/10/2026