Financial Planner

Sun Life

Financial Planner responsible for designing financial plans for clients at Sun Life Financial. Collaborating with advisors and managing regional training on financial planning topics.

Posted 7/22/2026full-timeVancouver • 🇨🇦 CanadaMid-LevelSenior💰 CA$80,000 - CA$128,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning, including risk management, retirement planning, tax planning, and estate planning, while effectively utilizing planning tools like Conquest software. Proven ability to cultivate relationships and deliver training, presentations, and solutions in a collaborative environment.

Highest-signal resume keywords

Certified Financial Planner (CFP)Financial Planning PrinciplesConquest SoftwareOral and Written CommunicationRelationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningRisk ManagementRetirement PlanningTax PlanningEstate PlanningAnalytical SkillsProblem-Solving SkillsTime ManagementOrganizational Skills

Soft Skills

Communication AbilitiesFacilitation SkillsSelf-DirectionTeam Collaboration

Tools & Technologies

Conquest SoftwareMS TeamsZoom

Certifications & Qualifications

Certified Financial Planner (CFP)TEPCLUCPA

Industry Keywords

Financial PlanningWealth ManagementInsurance SolutionsBusiness Growth StrategyClient Goals

About the role

Key responsibilities & impact

Development and design of financial plans to address client goals and needs through the implementation of strategies pertaining to risk management, retirement planning, tax planning and estate planning.
Organize regional training for Sun Life Advisors on various financial planning topics.
Collaboration with Advanced Case Managers (ACM) and Insurance Sales Distributors (ISD) in providing insurance solutions.
Proactively staying up to date in all areas of financial planning, wealth management, tax and estate planning.
Cultivate and manage relationships with field leaders, Sun Life Advisors and senior leaders.
Driving business growth strategy for Sun Life Advisors by being proactive as trusted partner for holistic planning.

Requirements

What you’ll need

Certified Financial Planner (CFP) certification is mandatory
Professional designations such as TEP, CLU or CPA is an asset
Minimum of 5 years' experience in financial planning or a similar field
Comprehensive understanding of financial planning principles and practices
Proficient in utilizing Sun Life Financial Distributors' planning tools, specifically Conquest software.
Exceptional oral and written communication abilities
Proven talent in facilitation and delivering presentations
Adept at building and maintaining professional relationships
Demonstrated capacity for self-direction and independent work
Keen analytical and problem-solving skills
Ability to explain complex financial concepts in simple terms
Time management and organizational skills to handle multiple clients
Familiarity with digital tools for virtual client meetings and remote collaboration (e.g. MS Teams, Zoom).
Ability to work effectively in a team environment with other financial professionals
Mandarin proficiency (written and spoken) is an asset.

Benefits

Comp & perks

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.
Opportunity to work with Financial Planning Professionals in the Financial Services and Insurance industry.
Inclusive and respectful environment for all employees.