Senior Estate & Wealth Planning Director

Sun Life Financial; Winnipeg; Hybrid; 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

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