Financial Planner, EFPS
Core
Design and deliver holistic financial plans to mass affluent and high-net-worth individuals, focusing on risk management, retirement, tax, and estate planning.
Role type
Senior Financial Planning Specialist (Support)
Builds
Holistic financial plans and regional training programs for Sun Life Advisors
Domain
Financial Services / Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Holistic financial planning, risk management, retirement planning, tax planning, estate planning, facilitation, presentation delivery, relationship management, analytical problem-solving, complex concept simplification, time management, digital collaboration tools
Preferred skills
TEP, CLU, CPA designations, Mandarin proficiency
Technologies
Conquest software, MS Teams, Zoom
Responsibilities
Develop and design financial plans addressing client goals; Organize regional training for Sun Life Advisors; Collaborate with Advanced Case Managers and Insurance Sales Distributors; Stay updated on financial planning, wealth management, tax, and estate planning; Cultivate relationships with field leaders and senior leaders; Drive business growth strategy for Sun Life Advisors
Seniority
Senior, hands-on IC