Planning Director, Estate & Financial Planning Services

Sun Life; Winnipeg; Hybrid; CAD 110,000 - 180,000; Full time

Benefits offered by this job

Hybrid work environment

Job summary

Sun Life Financial is seeking a Planning Director for Estate & Financial Planning Services to lead advanced planning for high-net-worth clients and business owners. You will partner with Sun Life Advisors to develop comprehensive strategies and grow the organization’s financial planning capabilities.

The role requires CFP designation and 7+ years of experience, with preferred credentials like TEP, CLU, or CPA. You will train, consult, and collaborate across regions in a hybrid work environment.

Qualifications

• CFP designation required and professional credentials such as TEP, CLU or CPA preferred.
• Minimum 7 years of financial planning or related experience.
• Deep expertise in financial planning, 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 and relationship-building abilities.
• Self-directed with strong analytical and problem-solving capabilities.
• Comfort with MS Teams for remote client engagement.
• Agricultural tax knowledge is an asset.

Responsibilities

• Design advanced holistic financial plans addressing retirement, tax optimization, risk management, and estate planning.
• Develop strategies for intergenerational wealth transfers and business succession planning.
• Deliver regional trainings and client seminars on advanced financial planning topics (virtual and in-person).
• 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 and wealth management best practices.

Skills

CFP designation (required)

7+ years financial planning

Presentation & facilitation

MS Teams & remote engagement

Explain complex concepts

Conquest experience

Tools

Conquest

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.

At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.

When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.

Discover how you can make a difference in the lives of individuals, families and communities around the world.

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