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Added 19 mins ago
Temporary Sales Support Associate
Coach
Laval, QC
Part-time
Coach is a global fashion house founded in New York in 1941. Inspired by the vision of Creative Director Stuart Vevers and the inclusive and courageous spirit of our hometown, we make…
Added 19 mins ago
Marketing Assistant
Gleener Inc.
Montreal, QC
Full-time
At Gleener HQ, we are a collaborative team of creative thinkers, problem-solvers, multi-taskers, and animal lovers. We embrace new ideas, value different perspectives, and work together to…
Added 19 mins ago
Temporary Sales Associate
Coach
Laval, QC
Part-time
Coach is a global fashion house founded in New York in 1941. Inspired by the vision of Creative Director Stuart Vevers and the inclusive and courageous spirit of our hometown, we make…
Added 19 mins ago
Sales Assistant
Gleener Inc.
Montreal, QC
Full-time
At Gleener HQ, we are a collaborative team of creative thinkers, problem-solvers, multi-taskers, and animal lovers. We embrace new ideas, value different perspectives, and work together to…
Added 48 mins ago
Sales Operations Manager
Fathom Talent Group
Toronto, ON · Greater Toronto Area, Canada
Full-time
Team & Org -The hiring manager has two people on their team; this is one of those seats. The function sits within the Director of Operations’ organization, spanning ad operations and…
Added 48 mins ago
Senior Communications Advisor
Torngat Metals
Montreal, QC
Full-time
…Advisor to join its team located in Montreal. Reporting to the Director of Communications, this role is responsible for contributing to the development and execution of communications…
Added 48 mins ago
Director of Operations - Ventana Special Projects
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Coquitlam, BC
Full-time
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Added 50 mins ago
Account Director, Social & Content
Rethink Canada
Toronto, ON
Full-time
…We back that promise by committing to remain an independent creative agency. So if you’re ready to do the best work of your career while having fun, then read…
Added 1 hour ago
Director of Development, Faculty of Science
University of British Columbia
Vancouver, BC · UBCV | Earth Sciences Building (ESB)
$10,459.67 to $15,675.58 CAD / month
Full-time
…question that is nurtured rather than dismissed. We are seeking a Director who understands that funding science education and research means investing in the pipeline for many of the…
Added 1 hour ago
Senior Account Executive
DAC
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…transformative results. With expertise spanning SEO/GEO, paid media, creative production, analytics, and local optimization, we combine the brightest minds with innovative technology to…
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Account Director
DAC
Toronto, ON
Full-time
Move Your Career Forward with DAC as an Account Director
Added 1 hour ago
Supervisor, Supportive Housing Programs (2026-364-CC)
WoodGreen Community Services
Toronto, ON
Full-time
Carry out relevant tasks as directed by Manager, and Director
Added 1 hour ago
Supervisor, Supportive Housing Programs (2026-365-CC)
WoodGreen Community Services
Toronto, ON
Full-time
Carry out relevant tasks as directed by Manager, and Director
Added 1 hour ago
Senior Manager, Housing Development (2026-353-HHS)
WoodGreen Community Services
Toronto, ON
Full-time
Working closely with the Senior Director, Housing Development, Finance, Legal, Housing Operations, and other internal WoodGreen functional teams as well as external consultants, government…
Added 1 hour ago
Senior Labour Relations Advisor
Queen's University
Kingston, ON
$108,000 to $147,000 CAD / year
Temporary
…Labour Relations Advisor, to join our team. Reporting to the Director, Faculty Relations (Director), and as a senior member of the Faculty Relations team, the incumbent will contribute to…
Added 1 hour ago
Marketing Director
Canadian Association of Defence and Security Industries (CADSI)
Ottawa, ON
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The Director will lead CADSI's marketing and creative team, including the sponsorship function, and work closely with business development, revenue operations, membership care, and event…
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Director, Business Development
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Toronto, ON
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Strategic, entrepreneurial mind-set; innovative, creative and self-motivating
Added 2 hours ago
Supervisor, Supportive Housing Programs (2026-365-CC)
WoodGreen Community Services
Toronto, ON
Full-time
Carry out relevant tasks as directed by Manager, and Director
Added 2 hours ago
Senior Manager, Housing Development (2026-353-HHS)
WoodGreen Community Services
Toronto, ON
Full-time
Working closely with the Senior Director, Housing Development, Finance, Legal, Housing Operations, and other internal WoodGreen functional teams as well as external consultants, government…
Added 2 hours ago
Supervisor, Supportive Housing Programs (2026-364-CC)
WoodGreen Community Services
Toronto, ON
Full-time
Carry out relevant tasks as directed by Manager, and Director
Added 2 hours ago
Graphic Design Intern
Spartakus APM
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Internship
…courses. In this internship, you will work with the Marketing Director, the product development team, and subject-matter experts to make technical learning materials clearer, more…
Added 2 hours ago
Physician Assistant
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Ottawa, ON
Part-time
Reporting to the Chief of Staff and the Director of the Emergency Department (ED) and under the supervision of the primary supervising physician(s) and in accordance with the College of…
Added 2 hours ago
Physician Assistant
Queensway Carleton Hospital
Ottawa, ON
Part-time
Reporting to the Chief of Staff and the Director of the Emergency Department (ED) and under the supervision of the primary supervising physician(s) and in accordance with the College of…
Added 2 hours ago
Media Associate
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As part of the Media team, reporting to the Media Director, you will support the planning, coordination, execution, optimization, and reporting of integrated advertising campaigns across…

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

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