Planning Director, Estate and Financial Planning Services - Belledune
3 weeks ago

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.
Job description
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