Regional Director, Estate and Financial Planning Services

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

What do you need to succeed?

• 10+ years in a financial planning or related role
• One or more of the following : CFP, CLU, TEP, CPA, LLB, FEA
• Expert knowledge of estate and financial planning.
• Expert knowledge of industry-related issues in the estate and financial planning
• Previous leadership experience and demonstrated ability to provide strong leadership.
• Excellent verbal and written communication skills.
• Strong relationship management skills
• Proven record of high achievement and result orientation
• Experience working with a variety of financial planning softwares
• Experience working with Conquest Planning would be an asset.

What's in it for you?

• Working together, sharing common values, and encouraging growth & achievement
• Flexible Benefits from the day you join to meet the needs of you and your family.
• We're proud to be recognized as a company with a 2023 Most Trusted Executive team by Great Place to Work® Canada
• Join one of our many Inclusion Networks. These voluntary, employee-led groups are dedicated to creating connection, fostering inclusivity, and building community.
• Charitable giving through our You Give, We Give program lets you give back to your community - and in many cases, we'll match your contributions.

LI-Hybrid

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 redacted .

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Salary Range :

105,000 / 105 000 - 175,000 / 175 000

Job Category :

Sales - Distribution Support

Posting End Date : 17 / 06 / 2024

17 / 06 / 2024