Senior Estate & Intergenerational Wealth Planner

Sun Life Financial; Southwestern Ontario; Hybrid; CAD 110,000 - 180,000; Full time

Job summary

A leading financial services provider in Southwestern Ontario seeks a passionate individual for a financial planning role. You will prepare comprehensive financial plans, work with high-net-worth individuals, and collaborate with advisors and field leaders. A CFP certification is mandatory, along with a minimum of 7 years of experience. The position offers a hybrid work model and a competitive salary range between CAD 110,000 and CAD 180,000.

Benefits

Fitness and wellness programs

Flexible Benefits

Inclusive work environment

Qualifications

• Minimum of 7 years' experience in financial planning or similar field.
• Ability to explain complex financial concepts in simple terms.
• Demonstrated capacity for self-direction and independent work.

Responsibilities

• Develop advanced financial plans for client goals and needs.
• Provide strategies for managing intergenerational wealth transfers.
• Organize regional training and client seminars.

Skills

Financial planning expertise

Communication abilities

Relationship building

Analytical skills

Time management

Education

Certified Financial Planner (CFP)

Professional designation (e.g., TEP, CLU, CPA)

Tools

Conquest software

Job description

A leading financial services provider in Southwestern Ontario seeks a passionate individual for a financial planning role. You will prepare comprehensive financial plans, work with high-net-worth individuals, and collaborate with advisors and field leaders. A CFP certification is mandatory, along with a minimum of 7 years of experience. The position offers a hybrid work model and a competitive salary range between CAD 110,000 and CAD 180,000.