Financial Planner, EFPS

at  Sun Life

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. Discover how you can make a difference in the lives of individuals, families and communities around the world.

JOB DESCRIPTION:

• The role of the Financial Planner, Estate & Financial Planning Services (“EFPS”) is to provide estate and financial planning services to qualified clients with an ability to engage experienced advisors in more complex opportunities. This role requires a blend of technical ability along with outstanding communication skills to review financial plans with advisors and clients. The Financial Planner, EFPS provides personalized comprehensive financial planning to clients via advisors.
• While the role contributes to sales, this role is an advisory role that requires being kept at arms length from the sales role. EFPS employees are not commissioned sales people nor are they licensed to sell product. It is important that clients view this service as balanced and objective.

• Contribute to sales results by providing EFPS qualified clients with comprehensive financial planning services
• Serve as a financial planning services resource for advisors and Financial Centres
• Deliver seminars/presentations on advanced planning topics
• Maintain a current and thorough knowledge of estate and financial planning through research, attending industry related functions, continuing education, etc.