Planning Director, Estate & Financial Planning Services

Sun Life•Regina, SK

3d•CA$110,000 - CA$180,000•Hybrid

About The Position

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.

Requirements

Certified Financial Planner (CFP) designation (required)
Minimum 7 years of financial planning or related experience
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

Nice To Haves

Professional credentials such as TEP, CLU, or CPA (preferred)
Agricultural tax knowledge is an asset

Responsibilities

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