Planning Director, Estate and Financial Planning Services - Belledune

Only for registered members Belledune, Canada

3 weeks ago

Default job background
$110,000 - $180,000 (CAD)
+Job summary
You'll be encouraged to be your best self and work with dynamic colleagues who are eager to share their knowledge with you.
+Responsibilities
  • Develop advanced financial plans to address client goals and needs through the implementation of strategies to address risk management, retirement planning, tax planning and estate planning needs.
  • Organize regional training and client seminars for Sun Life Advisors and clients with a focus on advanced financial planning topics.

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