Job Description
Retail Advice and Solutions is a division of Sun Life Canada. At Sun Life Canada we’re a top provider of life, health and wealth products in the Canadian marketplace.
This role provides day-to-day leadership to the Regional Financial Planning Service team of Planning Directors, Financial Planners, Financial Planning Consultants and Regional Administrator.
A key part of this leadership is ensuring there is a consistent and professional delivery of the Estate and Financial Planning Service (EFPS) to clients and advisors.
As part of the EFPS leadership team this role will contribute to the Financial Planning Centre of Excellence, through regular discussions with both the Leader of EFPS as well as the Leader of Financial Planning Support, providing a unique lens on the work the Service delivery team is doing with clients and advisors.
Partnering with the Leader of Financial Planning Support will be important, to help identify opportunities for that team to engage advisors in further developing their financial planning capabilities.
Strong partnership with the Insurance Sales Directors and Advanced Case Managers will also be critical to ensure the successful implementation of opportunities identified by the Financial Planning Service team.
What will you do?
Contribute to SLFD sales results by ensuring appropriate estate and financial planning services are delivered to advisors within their region
Leadership & Management :
Hire, retain and manage a regional team of professional financial planners
Ensure the planning team has a high level of technical competence and expertise.
Provide professional development opportunities for planning staff
Manage performance planning and evaluation
Administer compensation and budget
Drive the culture of holistic planning within the SLFD environment
Maintain a current and thorough knowledge of estate and financial planning through research, industry related functions, etc.
Act as the voice of the Financial Planning service delivery team within the EFPS organization, through active participation at the leadership table
Actively participate in the Financial Planning Centre of Excellence as a key contributor to the ongoing development of our financial planning expertise within SLFD
Collaborate effectively with the Insurance Sales Directors and Advanced Case Managers to ensure a smooth Case Consultation process is followed for advisors and clients
Deliver seminars / presentations on advanced planning topics as needed, in collaboration with the Financial Planning Support team and Directors of Advanced Planning
What do you need to succeed?
10+ years in a financial planning or related role
One or more of the following : CFP, CLU, TEP, CPA, LLB, FEA
Expert knowledge of estate and financial planning.
Expert knowledge of industry-related issues in the estate and financial planning
Previous leadership experience and demonstrated ability to provide strong leadership.
Excellent verbal and written communication skills.
Strong relationship management skills
Proven record of high achievement and result orientation
Experience working with a variety of financial planning softwares
Experience working with Conquest Planning would be an asset.
What's in it for you?
Working together, sharing common values, and encouraging growth & achievement
Flexible Benefits from the day you join to meet the needs of you and your family.
We’re proud to be recognized as a company with a 2023 Most Trusted Executive team by Great Place to Work® Canada
Join one of our many Inclusion Networks. These voluntary, employee-led groups are dedicated to creating connection, fostering inclusivity, and building community.
Charitable giving through our You Give, We Give program lets you give back to your community and in many cases, we’ll match your contributions.
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