Regional Director, Estate and Financial Planning Services

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:

At Sun Life, we work together, share common values and encourage growth and achievement. We offer many career paths that attract a wide variety of talent and skills. Follow a path that lets your talents shine.

JOB DESCRIPTION:

Retail Advice and Solutions is a division of Sun Life Canada. At Sun Life Canada we’re a top provider of life, health and wealth products in the Canadian marketplace.

This role provides day-to-day leadership to the Regional Financial Planning Service team of Planning Directors, Financial Planners, Financial Planning Consultants and Regional Administrator. A key part of this leadership is ensuring there is a consistent and professional delivery of the Estate and Financial Planning Service (EFPS) to clients and advisors.

• As part of the EFPS leadership team this role will contribute to the Financial Planning Centre of Excellence, through regular discussions with both the Leader of EFPS as well as the Leader of Financial Planning Support, providing a unique lens on the work the Service delivery team is doing with clients and advisors. Partnering with the Leader of Financial Planning Support will be important, to help identify opportunities for that team to engage advisors in further developing their financial planning capabilities.
• Strong partnership with the Insurance Sales Directors and Advanced Case Managers will also be critical to ensure the successful implementation of opportunities identified by the Financial Planning Service team.

WHAT WILL YOU DO?

• Contribute to SLFD sales results by ensuring appropriate estate and financial planning services are delivered to advisors within their region
• Leadership & Management:
• Hire, retain and manage a regional team of professional financial planners
• Ensure the planning team has a high level of technical competence and expertise.
• Provide professional development opportunities for planning staff
• Manage performance planning and evaluation
• Administer compensation and budget
• Drive the culture of holistic planning within the SLFD environment
• Maintain a current and thorough knowledge of estate and financial planning through research, industry related functions, etc.
• Act as the voice of the Financial Planning service delivery team within the EFPS organization, through active participation at the leadership table
• Actively participate in the Financial Planning Centre of Excellence as a key contributor to the ongoing development of our financial planning expertise within SLFD
• Collaborate effectively with the Insurance Sales Directors and Advanced Case Managers to ensure a smooth Case Consultation process is followed for advisors and clients
• Deliver seminars/presentations on advanced planning topics as needed, in collaboration with the Financial Planning Support team and Directors of Advanced Planning

This role provides day-to-day leadership to the Regional Financial Planning Service team of Planning Directors, Financial Planners, Financial Planning Consultants and Regional Administrator. A key part of this leadership is ensuring there is a consistent and professional delivery of the Estate and Financial Planning Service (EFPS) to clients and advisors.

• As part of the EFPS leadership team this role will contribute to the Financial Planning Centre of Excellence, through regular discussions with both the Leader of EFPS as well as the Leader of Financial Planning Support, providing a unique lens on the work the Service delivery team is doing with clients and advisors. Partnering with the Leader of Financial Planning Support will be important, to help identify opportunities for that team to engage advisors in further developing their financial planning capabilities.
• Strong partnership with the Insurance Sales Directors and Advanced Case Managers will also be critical to ensure the successful implementation of opportunities identified by the Financial Planning Service team