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Added 21 mins ago
PV
Medical Director & Small Animal Veterinarian
P3 Veterinary Partners
Castlegar, BC
- Full-time
…team in the capacity of Small Animal Veterinarian and Medical Director. Experienced Medical Directors are preferred, but an experienced Veterinarian with a disposition towards leadership…
Added 21 mins ago
PV
Small Animal Veterinarian
P3 Veterinary Partners
Kitimat, BC
- Full-time
…searching for a welcoming environment led by an experienced Medical Director that is passionate about progressive medicine, mentorship, collaboration, and empowering…
Added 36 mins ago
S
Social Worker
Sanya’k̓ula
Port Coquitlam, BC
- Full-time
Participates in program/practice planning, development, and evaluation as part of an interdisciplinary team within their defined program, the BC Mental Health and Substance Use Services,…
Added 36 mins ago
S1
Technical Deployment Manager
Signal 1
Toronto, ON
- Full-time
Monitor and report on project status to senior leadership at both Signal1 and hospital partners, integrating feedback into product development and delivery quality
Added 36 mins ago
R|
Animal Resources Division Manager – Montreal General Hospital Site
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Under the general supervision of the Director, Animal Resources Division (ARD), the incumbent is responsible for the management of the research animal facilities at the Montreal General…
Added 36 mins ago
J
Organisational Design Consultant
Jobgether
Canada
- Volunteer
…capacity, identifying the changes required to support new digital services and AI-powered virtual agents. Working alongside a broader consulting team, you will translate strategic…
Added 36 mins ago
MN
Ma Faamii Manager
Métis Nation-Saskatchewan
SK · Saskatchewan, Canada
- Full-time
ACCOUNTABLE TO: Director of Child and Family Services and Ma Faamii
Added 36 mins ago
R|
Research Assistant - Public Engagement
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
As Research Assistant (public engagement), you will be responsible for the development, implementation, and evaluation of CADeN’s public engagement campaign. As part of this work, you will…
Added 36 mins ago
G
Fundraising Coordinator
GoodWork.ca
Regina, SK · Greater Regina Metropolitan Area
- Internship
…Coordinator to join our exciting team. Reporting directly to the Director of Wildlife Rehabilitation, coordinating with the Grants and Prospect Development Manager while ultimately sharing…
Added 36 mins ago
BC
Director, Communications and Engagement – Redevelopment Projects
Brant Community Healthcare System
Brantford, ON
- Full-time
Brantford General Hospital – Our acute care hospital offering a full spectrum of inpatient and outpatient services.
Added 36 mins ago
BC
Quality and Patient Safety Consultant
Brant Community Healthcare System
Brantford, ON
- Full-time
Brantford General Hospital – Our acute care hospital offering a full spectrum of inpatient and outpatient services.
Added 1 hour ago
Manager - Distribution and Transmission Settlements
Hydro One Networks Inc
Toronto, ON
Lead the development of expected objectives and targets for the settlements and complex billing and meter reading services around levels of bill integrity and end to end costs including…
Added 1 hour ago
MANAGER TRANSPORTATION BUSINESS SUPPORT
City of Toronto
Toronto, ON
Reporting to the Director Transportation Business Performance, the Manager Transportation Business Support provide strategic leadership for the division's business support functions,…
Added 3 hours ago
AC
HR Advisor – Maternity Leave Replacement
Alimentation Couche-Tard
Laval, QC
- Full-time
Reporting to the Director of Human Resources, the HR Advisor supports managers and employees by providing guidance on HR matters, interpreting policies, and assisting with recruitment,…
Added 3 hours ago
KM
REGIONAL MANAGER - INDUSTRIAL MAINTENANCE
KPIC Maintenance Services Inc.
AB · Edmonton, AB
- Full-time
KPIC Maintenance Services Inc. (a member of the FWS Group of Companies) specializing in industrial maintenance services, providing preventative and reactive solutions along with small…
Added 3 hours ago
SC
Design Director
Sony Computer Entertainment France SA
Montreal, QC
- Full-time
…technology company, delivering cutting-edge hardware and network services to more than 100 million people and an entertainment leader, home to some of the most beloved and recognizable…
Added 3 hours ago
OV
General Manager | Full-Time | Canada Life Place
Oak View Group
London, ON
- Full-time
Oak View Group (OVG) is the global leader in premium live entertainment infrastructure and services, with a platform spanning venue development and end-to-end capabilities across venue…
Added 4 hours ago
LE
Manager of Transportation and Lawn Services
Lambton Elderly Outreach
Wyoming, ON
- Full-time
Job Title: Manager of Transportation and Lawn Services
Added 5 hours ago
LH
Physiotherapist
Lifemark Health Group
Chatham-Kent, ON
- $36.92 to $54.14 CAD / hour
- Contract
Stay current with best practices through continuous learning and professional development.
Added 5 hours ago
GT
Project Coordinator - Financials
Global Technical Talent, an Inc. 5000 Company
Toronto, ON
- $55 CAD / hour
- Contract
…governance, operational governance, coordination, lead process development and documentation, financial management, and reporting across multiple workstreams. This role is critical to…
Added 5 hours ago
OY
Part time to fulltime Director of Marketing and Sales of Homecare Services in Montgomery and Chester Counties
One You Love Homecare Windermere
Love, SK
- Full-time
- Part-time
The Director of Sales is responsible for generating new business, cultivating referral relationships, and increasing awareness of our services in the local community. This role focuses on…
Added 5 hours ago
OY
Part time to fulltime Director of Marketing and Sales of Homecare Services in Montgomery and Chester Counties
One You Love Homecare Rockwall - Heath
Love, SK
- Full-time
- Part-time
The Director of Sales is responsible for generating new business, cultivating referral relationships, and increasing awareness of our services in the local community. This role focuses on…
Added 5 hours ago
J&
Director, Global Public Affairs
Johnson & Johnson
NB · Brunswick, NB
- Full-time
Johnson & Johnson is currently searching for the best talent to join our team as a Director, Global Public Affairs, one of three Therapeutic Area-aligned roles supporting Oncology,…
Added 5 hours ago
FC
Project Manager, Construction & Store Development
FIKA Company
Toronto, ON · Greater Toronto Area, Canada
- $80,000 to $100,000 CAD / year
- Full-time
Our Director of Construction still builds stores himself. That is how the role was defined when FIKA was small, and it worked. At our current size and growth rate it is the constraint - the…
Added 5 hours ago
VG
Senior Software Engineer - AI/ML
Veralto Global
Vancouver, BC · London, ON
- $120,000 to $145,000 CAD / year
- Full-time
Reporting to the Director of Engineering & Predictive Analytics, the Senior Software Engineer will contribute to the technical development of Aquatic Informatics' predictive analytics…

Closed listing

Sun Life

Financial Planner, EFPS

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

Full-time

This opening has closed.

The original listing is kept below for reference.

Find open jobs More jobs with this employer

About employer

Job details

Job type: Full-time
Closing date: Oct 12, 2026
Experience: Minimum of 5 years' experience in financial planning or a similar field
Posting language: English
Posted: Oct 8, 2026

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Original job description

Archived listing. The details below describe a past opening.

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:

85,000/85 000 - 128,000/128 000

Job Category:

Sales - Distribution Support

Posting End Date:

11/10/2026

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 clients while supporting Sun Life Advisors. The individual will also organize regional training sessions and collaborate with internal teams to provide comprehensive insurance and wealth management solutions.

Requirements

Candidates must hold a Certified Financial Planner (CFP) designation 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 collaboration
Insurance solutions
Training facilitation

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
Sun Life Financial
Retail Advice & Solutions
Business Growth
Relationship Management
Training
MS Teams
Zoom
Financial Services
Risk Management
Case Management
Holistic Planning
Mandarin
Hybrid Work

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