Senior Director, Advanced Wealth & Estate Planning

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

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.