Financial Planner

Sun Life

Financial Planner delivering holistic plans for affluent clients and training Sun Life Advisors. Supporting growth across Sun Life’s financial services and insurance distribution business.

Posted 8/20/2026full-timeToronto • 🇨🇦 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, tax, and estate planning strategies. Proficient in delivering training and presentations while cultivating strong relationships with clients and financial professionals.

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

MS TeamsZoom

Certifications & Qualifications

Certified Financial Planner (CFP)TEPCLUCPA

Industry Keywords

Financial PlanningWealth ManagementHolistic PlanningBusiness Growth StrategyClient Goals

About the role

Key responsibilities & impact

Prepare and deliver holistic financial plans to mass affluent and high-net-worth individuals
Grow financial planning capabilities across Sun Life Financial Distributors
Develop and design financial plans addressing client goals and needs through risk management, retirement, tax and estate planning strategies
Organize regional training for Sun Life Advisors on financial planning topics
Collaborate with Advanced Case Managers and Insurance Sales Distributors to provide insurance solutions
Stay current in financial planning, wealth management, tax and estate planning
Cultivate and manage relationships with field leaders, Sun Life Advisors and senior leaders
Drive business growth strategy for Sun Life Advisors as a trusted partner for holistic planning
Deliver financial plans and regional training through virtual and on-site sessions

Requirements

What you’ll need

Certified Financial Planner (CFP) certification is mandatory
Professional designations such as TEP, CLU or CPA are 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
Flexible Benefits from the day you join to meet the needs of you and your family
Hybrid work flexibility, with the choice to work from the office and virtually
Incentive plans for eligible employees, with payment subject to individual and company performance
Sales incentive plans for certain sales-focused roles
Inclusive and respectful work environment
Accommodation support during the application process