Accounting & Finance

Senior Estate & Wealth Planning Director

Sun Life Financial

Winnipeg · Mb · Canada

Sun Life Financial is seeking an Estate & Financial Planning Services Planning Director to partner with Sun Life Advisors and craft comprehensive wealth strategies for high-net-worth clients and business owners. You will lead advanced planning initiatives, stay current on tax and estate law, and contribute to the growth of planning capabilities across the organization.

You will train advisors, collaborate with specialists, and build relationships with senior stakeholders, while guiding a hybrid

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Reference: WJ-3875_12815732

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