City : Calgary

Category : Full-time

Industry : Finance

Employer : Sun Life Financial

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Please note that this role can be located in any city in Alberta, Saskatchewan or Manitoba

The role of the Estate & Financial Planning Services (EFPS) Planning Director is to provide a superior quality of estate and financial planning services to affluent customers and an ability to engage experienced advisors in more complex cases. This includes:

• acting as a technical resource for advisors in support of providing comprehensive financial support to their customers

• providing training to advisors in support of continuing to expand their knowledge in the area of estate and financial planning services

• providing comprehensive financial planning to customers via the Sun Life advisors

What will you do?

• Serving as an Estate & Financial Planning Services resource by advisors and financial centers where necessary and appropriate.

• Contributing to Sun Life advisor sales results by acting as a technical resource in the area of advanced financial planning.

• Providing training and development to advisors in support of developing their knowledge in the area of advanced planning.

• Coaching specialists regarding complex cases

• Acting as a technical resource to more junior EFPS specialists where required.

• Delivering seminars/presentations on advanced planning topics.

• Maintaining a current and thorough knowledge of estate and financial planning through research, attending industry related functions, etc.

• While the role contributes to sales, this role is an advisory role that requires being kept at arms length from the sales role.

• Planning employees are not commissioned sales people nor are they licensed to sell product. It is important that customers view their services as independent from the sales process.

• Ability to foster and promote effective working relationships (eg. with advisors, District Directors, regional management teams, head office staff and co-workers).

• Full competence in the use of EFPS and Sun Life financial planning support tools.

• Demonstrated self-management skills.

• Ability to travel and work with flexibility towards accommodating Advisors and their customers.

What do you need to succeed?

• 5 - 10+ years in a Financial Planning or related role and one or more of the following accreditations, CFP, CLU, CPA, LLB, TEP

• A consistent record of quality service

• Maintenance of a professional image

• Strong knowledge of personal and corporate financial planning, including taxation

• Excellent understanding of industry trends and their implication on achieving business objectives

• Strong analytical skills

• Strong communication skills, including facilitation, training, influencing, presentation

• Strong verbal and written communication skills

What's in it for you?

• Flexible Benefits from the day you join to meet the needs of you and your family

• Pension, stock and savings programs to help build and enhance your future financial security

• Wellness programs that support the three pillars of your health – mental, physical and financial

• Fitness and wellness programs that help you balance work and life and enjoy a healthier lifestyle

• Work-life balance by scheduling your day around your priorities and having more time to spend on the important things

• The option to work from your home office

The Base Pay range is for the primary location for which the job is posted.  It may vary depending on the work location of the successful candidate or other factors.  In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance.  Certain sales focused roles have sales incentive plans based on individual or group sales results. 

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.

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.

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

Sun Life is committed to the health and safety of all those in our workplaces and our communities.  In accordance with Sun Life’s Vaccination Policy (Canada):

• Employees permitted to work remotely are required to be fully vaccinated against COVID-19 in order to attend a Sun Life office, Financial Centre or offsite location where activity related to Sun Life business occurs.

• Employees whose job duties require them to attend a Sun Life office, Financial Centre or offsite location for Sun Life business must be fully vaccinated against COVID-19 effective May 1st. Employees in these roles may participate in Sun Life’s Rapid Screening Program as an alternative until April 30th.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

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