Find work in Canada.

A simpler way to find your next job.

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 9 mins ago
Operations Analyst, Entry Level
Jobright.ai
Canada
Full-time
…data into clear insights, gathering requirements, analyzing business processes, and building reports while collaborating with various teams across the…
Added 9 mins ago
AEO and GEO Marketing Manager
Stripe
Canada
Full-time
…to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That…
Added 9 mins ago
Videographer-EN
La Vie En Rose
Montreal, QC
Full-time
Being part of a family-owned business committed to the community
Added 9 mins ago
AEO and GEO Marketing Manager
Stripe
Toronto, ON
Full-time
…to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That…
Added 9 mins ago
Electrical Engineer / Project Manager
Edison Engineers
Toronto, ON · Greater Toronto and Hamilton Area, ON
Full-time
Support proposals, presentations, educational content, and business development, and mentor developing professionals as the electrical team grows.
Added 9 mins ago
Account Executive
Saatchi & Saatchi Canada
Toronto, ON
$60,000 to $65,000 CAD / year
Full-time
…convert that innovation and the great ideas into real tangible business results for the…
Added 9 mins ago
Staff Software Engineer
Okta
Toronto, ON
$160,000 to $220,000 CAD / year
Full-time
…drag-and-drop interface allows enterprises to automate complex business processes at scale, enhancing productivity, enforcing security, and simplifying IT…
Added 9 mins ago
Finance Business Partner
Blok Canada
Ottawa, ON
Part-time
BLOK Group is looking for an analytical, curious, and technology-minded Finance Business Partner to work directly with the owner across our construction and fitness businesses. This is a…
Added 9 mins ago
Project Coordinator, Executive Search (12 Month Contract)
Deloitte
Toronto, ON
Full-time
The Executive Search Team, collaborates and interacts with business stakeholders to ensure support in development of executive search strategy, action planning, and execution. The team…
Added 9 mins ago
Administration & Systems - Manager Administration
Sobeys
Moncton, NB
Full-time
What began as a meat delivery business in Stellarton, Nova Scotia has grown to over 128,000 teammates at corporate-owned and franchised store locations. Sobeys Capital Incorporated and its…
Added 9 mins ago
Business Development Manager, Senior
SGS
Calgary, AB
Full-time
methodologies. The Senior Business Development Manager provides advanced market intelligence, oversees complex proposals and strategic client engagements, and represents the company at…
Added 9 mins ago
In Store Bakery - Manager Bakery
Sobeys
Yarmouth Indian Reserve No. 33, NS · Yarmouth, NS
Full-time
What began as a meat delivery business in Stellarton, Nova Scotia has grown to over 128,000 teammates at corporate-owned and franchised store locations. Sobeys Capital Incorporated and its…
Added 9 mins ago
Business Development Manager, Senior
SGS
Calgary, AB
Full-time
methodologies. The Senior Business Development Manager provides advanced market intelligence, oversees complex proposals and strategic client engagements, and represents the company at…
Added 11 mins ago
Manager, Value Creation, Strategy
PwC
Montreal, QC
Full-time
Our team engages with clients on all strategic and operational aspects of their business, providing strategic advice and support at the portfolio, business unit, and corporate level on…
Added 11 mins ago
Delivering Deal Value Manager
PwC
Montreal, QC
Full-time
…clients navigate complex transactions and maximise value in their business…
Added 11 mins ago
Human Capital Director, Deals
PwC
Toronto, ON
Full-time
As the Human Capital Business Partner (HCBP) Director, you will partner with your People Experience Leader (PEL) and line of service (LoS) leadership team to drive and execute people…
Added 11 mins ago
Product Owner Sr
Dayforce
Canada
…matter expert who will directly contribute to the success of the Business Systems Technology team’s objectives and goals. We’re looking for a Product Owner experienced in engaging…
Added 11 mins ago
Deli - Clerk Meat
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Grande Prairie, AB
What began as a meat delivery business in Stellarton, Nova Scotia has grown to over 128,000 teammates at corporate-owned and franchised store locations. Sobeys Capital Incorporated and its…
Added 11 mins ago
Grocery - Clerk Sales/Service SW
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Grande Prairie, AB
What began as a meat delivery business in Stellarton, Nova Scotia has grown to over 128,000 teammates at corporate-owned and franchised store locations. Sobeys Capital Incorporated and its…
Added 11 mins ago
Floral - Clerk Sales/Service SW
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Grande Prairie, AB
What began as a meat delivery business in Stellarton, Nova Scotia has grown to over 128,000 teammates at corporate-owned and franchised store locations. Sobeys Capital Incorporated and its…
Added 11 mins ago
Marketing - Sr Proposal Coordinator (Marketing Professional)
HOK Human Resources
Toronto, ON
Strategic thinker with ability to connect marketing activities to larger business goals.
Added 11 mins ago
Staff Software Engineer
Okta
Toronto, ON
…drag-and-drop interface allows enterprises to automate complex business processes at scale, enhancing productivity, enforcing security, and simplifying IT…
Added 25 mins ago
Data Scientist III
TD
Toronto, ON
Full-time
TD's Analytics, Insights and Artificial Intelligence (AI2) team provides consultative support with data & analytics-based business insights and/or solutions to guide decision making and/or…
Added 25 mins ago
Warehouse Supervisor
P&H
Hamilton, ON
Full-time
Post‑secondary education in supply chain, logistics, business administration, or a related field. Professional designations such as P.Log, CITT, SCMP, or equivalent are considered assets.
Added 25 mins ago
Enterprise Account Executive RMC Solutions - North America
Giatec Scientific Inc.
Ottawa, ON
Full-time
…delivery, and placement into one intelligent system. As the intelligence backbone from plant to pour and beyond, Giatec transforms real-time data into measurable performance, accelerating…

Sun Life

Financial Planner, EFPS

Toronto, ON, Canada
Waterloo, ON, Canada
BC, Canada
British Columbia Telecommuters, Canada

Job type: Full-time
Apply by: Oct 1, 2026
Experience: Minimum of 5 years' experience in financial planning or a similar field
Posting language: English
Posted: Sep 24, 2026

Apply About employer

Applications open in a new tab.

Original job description

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:

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.

This role is part of the Business Growth, Retail Advice & Solutions (RA&S). As a member of the Estate and Financial Planning Services (EFPS) support team, this role is responsible for growing financial planning capabilities across Sun Life Financial Distributors (SLFD). Reporting to the Regional Director, of EFPS, this individual is responsible for preparing and delivering holistic financial plans to mass affluent and high-net-worth individuals.

What you bring to the role is your passion in providing holistic financial planning expertise to improve Sun Life Advisors’ and clients’ financial planning experience and deliver better outcomes, all while executing with service excellence.

This individual will have the opportunity to work in partnership with Sun Life Advisors and Field Leaders in the delivery of financial plans and regional training through various channels (e.g. virtual and on-site sessions, etc.).

What will you do?

Development and design of financial plans to address client goals and needs through the implementation of strategies pertaining to risk management, retirement planning, tax planning and estate planning.
Organize regional training for Sun Life Advisors on various financial planning topics.
Collaboration with Advanced Case Managers (ACM) and Insurance Sales Distributors (ISD) in providing insurance solutions.
Proactively staying up to date in all areas of financial planning, wealth management, tax and estate planning.
Cultivate and manage relationships with field leaders, Sun Life Advisors and senior leaders.
Driving business growth strategy for Sun Life Advisors by being proactive as trusted partner for holistic planning.

What do you need to succeed?

Certified Financial Planner (CFP) certification is mandatory
Professional designations such as TEP, CLU or CPA is 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

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 thebrightside@sunlife.com.

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:

80,000/80 000 - 128,000/128 000

Job Category:

Sales - Distribution Support

Posting End Date:

30/09/2026

Apply About employer

More about this job

Responsibilities

This role is responsible for developing and delivering holistic financial plans to mass affluent and high-net-worth individuals while supporting Sun Life Advisors. The incumbent will organize regional training, collaborate with insurance sales distributors, and drive business growth strategies.

Requirements

Candidates must hold a Certified Financial Planner (CFP) certification and possess at least 5 years of experience in financial planning. Proficiency in Conquest software and strong communication skills are essential for success in this role.

Skills

Financial planning
Estate planning
Tax planning
Retirement planning
Risk management
Wealth management
Conquest software
Presentation skills
Relationship management
Analytical skills
Problem-solving
Time management
Virtual meeting tools
Communication skills
Mandarin proficiency

Benefits

Fitness and wellness programs
Flexible benefits
Hybrid work environment

Visa sponsorship

Not detected in the job text

Keywords

Financial Planner
CFP
TEP
CLU
CPA
Financial Planning
Estate Planning
Tax Planning
Retirement Planning
Wealth Management
Conquest Software
Insurance
Financial Services
Risk Management
Business Growth
Retail Advice
MS Teams
Zoom
Mandarin
Hybrid Work

Report this job