Senior Financial Planner & Wealth Growth Specialist

Sun Life Estate and Financial Planning Services (EFPS) supports a team delivering holistic financial plans to mass affluent and high-net-worth clients. You will partner with Sun Life Advisors and Field Leaders to expand capabilities and enhance client outcomes.

The role focuses on designing client-centered plans, conducting regional training sessions, and staying current on tax, estate planning, and wealth management to drive service excellence across Sun Life’s distributor network.