Planning Director, Estate & Financial Planning Services

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. 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. When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives. Discover how you can make a difference in the lives of individuals, families and communities around the world. Job Description: Planning Director, Estate & Financial Planning Services Advanced Wealth Planning for High-Net-Worth Clients About the Opportunity Join Sun Life Financial as an Estate & Financial Planning Services Planning Director where you'll make a meaningful impact on clients' financial futures. In this role, you'll partner with our network of Sun Life Advisors to develop comprehensive financial strategies for high-net-worth individuals and business owners, while contributing to the growth of our financial planning capabilities across the organization. What You'll Do Design advanced, holistic financial plans addressing retirement, tax optimization, risk management, and estate planning strategies Develop specialized strategies for intergenerational wealth transfers and business succession planning Deliver regional training sessions and client seminars on advanced financial planning topics through both virtual and in-person formats Collaborate with insurance specialists and case managers to provide integrated solutions Build and nurture relationships with field leaders, advisors, and senior stakeholders Stay current with evolving tax regulations, estate law, and wealth management best practices What You Bring Certified Financial Planner (CFP) designation (required) Minimum 7 years of financial planning or related experience Professional credentials such as TEP, CLU, or CPA (preferred) Deep expertise in financial planning principles, wealth management, tax, and estate planning Strong presentation and facilitation skills with the ability to explain complex concepts clearly Proficiency with financial planning software (Conquest experience is a plus) Excellent communication abilities and proven relationship-building skills Self-directed approach to work with strong analytical and problem-solving capabilities Comfort with digital collaboration tools (MS Teams) for remote client engagement Agricultural tax knowledge is an asset Reporting to: Regional Director, Estate & Financial Planning Services What's in it for you? The opportunity to work with Financial Planning Professionals in the Financial Services and Insurance industry, that are continually in pursuit of delivering Financial Planning excellence. 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. 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. 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 [email protected]. 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. We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted. Salary Range: 110,000/110 000 - 180,000/180 000 Job Category: Sales - Distribution Support Posting End Date: 27/08/2026

Design advanced, holistic financial plans for high-net-worth clients covering retirement, tax, and estate strategies. Collaborate with advisors and insurance specialists to deliver integrated solutions and conduct regional training sessions.

Requires a Certified Financial Planner (CFP) designation and a minimum of 7 years of financial planning experience. Professional credentials such as TEP, CLU, or CPA are preferred along with strong communication and analytical skills.

• Fitness and wellness programs • Flexible benefits • Hybrid work environment

• Problem solvingPreferred

Identified from the job description. Confirm important requirements above.

• Financial planning
• Estate planning
• Wealth management
• Tax optimization
• Business succession planning
• Intergenerational wealth transfer
• Risk management
• Presentation skills
• Facilitation
• Relationship building
• Analytical skills
• Problem-solving
• Conquest software
• MS Teams
• Insurance Industry
• Financial Strategy
• Self-Discipline
• Talent Sourcing
• Microsoft Teams
• Planning
• Artificial Intelligence
• Certified Financial Planner
• Certified Public Accountant
• Chartered Life Underwriter
• Collaborative Software
• Communication
• Property Laws
• Estate Planning
• Sales
• Financial Services
• Financial Planning
• Problem Solving
• Risk Management
• Presentations
• Wealth Management
• Relationship Building
• Succession Planning
• Scheduling

• Finance & Accounting
• Sales
• Management & Leadership
• Consulting
• Director of Financial Planning
• Financial Planner / Investment Consultant
• Financial and Investment Advisers
• Personal Financial Advisors

Minimum education

Professional degree

Minimum experience

5+ years

Apply by

Aug 28, 2026

Posting language

English

Working hours

40 hours per week