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Added 3 mins ago
Transformation Consultant
Toronto Metropolitan University
Toronto, ON
Temporary
…experiences as people from equity deserving groups, as well as experience working with these communities with which the University works every day. Please note that all qualified candidates…
Added 3 mins ago
Sr Director, Blockchain Application Engineering
CIBC
Toronto, ON
Full-time
Digital Assets Technology is building secure, scalable capabilities that support CIBC's innovation in tokenized deposits and enterprise blockchain solutions. As a Sr. Director, Block-Chain…
Added 3 mins ago
National Account Director
OPENLANE
Toronto, ON · Greater Toronto Area, Canada
Full-time
A National Account Director who will serve as the primary account relationship manager for commercial sellers. The core focus of this role is (1) to retain our high-value client base to…
Added 5 mins ago
Consultant, Communications
Fraser Health
Surrey, BC
Full-time
…communications-related projects including writing, language translation, graphic design, printing, photography, signage and site maps; reviews project budget and deadlines; recommends and…
Added 33 mins ago
Manager, Talent & Total Rewards
St. Mildred's-Lightbourn School
Oakville, ON
$85,000 to $95,000 CAD / year
Full-time
Reporting to the Executive Director, Human Resources, the Manager, Talent & Total Rewards is responsible for developing and executing strategies that will attract, engage, and retain top…
Added 35 mins ago
Full-time Specialist, AI Adoption and Enablement (3 Years Fixed Term)
Algonquin College
Ottawa, ON
Full-time
…Information Technology, Education, Adult Learning, Change Management, Digital Transformation, Artificial Intelligence, Computer Science, or a related discipline. Equivalent combination of…
Added 1 hour ago
Director, Group Benefits
CLHIA
Toronto, ON
Full-time
We are currently recruiting for a Director, Group Benefits. This role will report to the Vice President, Healthcare and Group Benefits and is responsible for for advancing the life and…
Added 1 hour ago
B2B Growth Marketing Specialist
XTRACT ONE
Toronto, ON
Full-time
…safer through intelligent, frictionless security solutions. We design and deliver advanced threat detection screening systems that help organizations protect people, property, and public…
Added 1 hour ago
B2B Growth Marketing Specialist
Xtract One Technologies
Toronto, ON
Full-time
…safer through intelligent, frictionless security solutions. We design and deliver advanced threat detection screening systems that help organizations protect people, property, and public…
Added 1 hour ago
Brightshores Transformation Lead – HIS Renewal – Information Technology #486-26
Brightshores Health System
Owen Sound, ON
Full-time
Minimum five years of progressive experience leading change, clinical transformation, clinical informatics, digital health adoption, or major health-system implementation initiatives.
Added 1 hour ago
Director, Product Engineering
Maximus
Toronto, ON
Full-time
…administration, integrations, data exchange, reporting, and digital health…
Added 1 hour ago
Director, Wealth Digital AI Platforms & Technology Delivery
BMO
Toronto, ON · BMOPLACE
Full-time
BMO Canada Wealth Digital is accelerating the adoption of Artificial Intelligence (AI) across its customer-facing digital platforms to enhance client experiences, improve operational…
Added 1 hour ago
Director, Client Technology Services
Fanshawe Toronto@ILAC
London, ON
Full-time
Reporting to the Executive Director, Information Technology Services, the Director, Client Technology Services provides strategic leadership for three integrated, college-wide service…
Added 1 hour ago
Office Administrative Assistant
Stelumar Advanced Manufacturing Inc.
Canada
Full-time
…Communities, delivers scalable modular housing from planning and design to construction and handover. The team supports low- and mid-rise residential, purpose-built rental, affordable and…
Added 1 hour ago
Director, Organizational Effectiveness
DIRTT
AB · Calgary, AB
Full-time
DIRTT is a global leader in industrialized construction. Our system of physical products and digital tools empowers organizations - alongside construction and design leaders - to build…
Added 2 hours ago
Director, Product Engineering
Maximus Canada
Canada
Full-time
…administration, integrations, data exchange, reporting, and digital health…
Added 2 hours ago
Shopify Practice Director
Jobgether
Canada
$130,000 to $185,000 USD / year
Full-time
As Shopify Practice Director, you will lead the technical vision, delivery excellence, and growth strategy for an enterprise Shopify Plus practice. You will oversee a global team of…
Added 2 hours ago
Marketing Manager, Monthly Giving
The Princess Margaret Cancer Foundation
Toronto, ON
$80,000 to $90,000 CAD / year
Full-time
Reports to: Senior Marketing Director, Community Giving
Added 3 hours ago
Freelance Brand Art Director / Directeur(trice) artistique de marque - Freelance
New York Holdings
Remote, Canada
Contract · Remote
Proven experience as an Art Director, Brand Art Director, Senior Designer, or similar creative role.
Added 3 hours ago
Director - YourHealthNS
Nova Scotia Health Authority
NS · Nova Scotia, Canada
Full-time
Reporting to the Senior Director, Strategic Digital Initiatives, the Director of YourHealthNS provides strategic leadership and advice on business and technology solutions within assigned…
Added 3 hours ago
Director - YourHealthNS
Nova Scotia Health and IWK Health
Bedford, NS
Reporting to the Senior Director, Strategic Digital Initiatives, the Director of YourHealthNS provides strategic leadership and advice on business and technology solutions within assigned…
Added 3 hours ago
Human Capital Director, Deals
Pwc Canada
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 4 hours ago
Manager, Marketing & Demand Generation
EERS
Montreal, QC
Full-time
EERS 2LIVE is redefining the MRI experience through advanced audio, communication, and patient-centered technologies, supporting diagnostic MRI, interventional MRI, remote scanning, and…
Added 4 hours ago
Senior Graphic Designer
JENNY BIRD
Toronto, ON
Working closely with the Associate Creative Director and Brand Marketing team, you will translate brand strategy, campaign concepts and business objectives into compelling, elevated…
Added 4 hours ago
Photographer / Videographer / Editor
OverActive Media
Remote, Canada
Part-time · Remote
Based in Toronto and reporting to the Senior Director, Partnerships North America, this role will be responsible for creating high-quality photo and video content that brings our North…

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

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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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