Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Tailor your resume to this Financial Planner, EFPS role.
Rezi rewrites your resume against Sun Life's job description. Free.
Tailor your resume to this Financial Planner, EFPS role.
Rezi rewrites your resume against Sun Life's job description. Free.
Don't guess if your resume is good enough.
See how it scores against the Financial Planner, EFPS posting at Sun Life — free, in seconds.
Don't guess if your resume is good enough.
See how it scores against the Financial Planner, EFPS posting at Sun Life — free, in seconds.
About the Role
This role is part of the Business Growth, Retail Advice & Solutions (RA&S) team, specifically within the Estate and Financial Planning Services (EFPS) support team. The primary responsibility is to grow financial planning capabilities across Sun Life Financial Distributors (SLFD) by preparing and delivering holistic financial plans to mass affluent and high-net-worth individuals. The role requires passion for providing holistic financial planning expertise to enhance the financial planning experience for Sun Life Advisors and clients, ultimately delivering better outcomes through service excellence.
Responsibilities
- Development and design of financial plans addressing client goals and needs through strategies in risk management, retirement planning, tax planning, and estate planning.
- Organize regional training for Sun Life Advisors on various financial planning topics.
- Collaborate with Advanced Case Managers (ACM) and Insurance Sales Distributors (ISD) to provide insurance solutions.
- Proactively stay updated on all areas of 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 by acting as a proactive, trusted partner for holistic planning.
Requirements
- 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.
Skills
- Financial planning
- Risk management
- Retirement planning
- Tax planning
- Estate planning
- Communication
- Presentation delivery
- Relationship building
- Self-direction
- Analytical skills
- Problem-solving
- Time management
- Organizational skills
- Digital collaboration tools
- Teamwork
- Mandarin proficiency
Location
- Canada
Work Type
- Hybrid
Experience Level
- Minimum of 5 years' experience in financial planning or a similar field
Education Level
- Certified Financial Planner (CFP) certification is mandatory
- Professional designations such as TEP, CLU or CPA is an asset
Salary/Compensations
- 80,000 - 128,000
Benefits
- Fitness and wellness programs
- Flexible Benefits
About the Company
- At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives.
- Our values shape how we work: caring, authentic, bold, inspiring, and impactful.
- We’re committed to creating an inclusive and respectful environment.
- Our goal is to make sure all our employees have the chance to live up to their full potential.
- We’re honoured to be recognized as a 2026 Best Workplaces in Canada by Great Place to Work® Canada.
- Diversity and inclusion have always been at the core of our values at Sun Life.
- A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues.
- We welcome applications from qualified individuals from all backgrounds.
- We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you.
- We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.
Equal Opportunity
- Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to thebrightside@sunlife.com.