Job Description

You are as unique as your background, experience and point of view. Here, you\xe2\x80\x99ll be encouraged, empowered and challenged to be your best self. You\'ll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you\'ll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

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The Individual Insurance and Wealth business unit represents close to 30 per cent of all Sun Life Financial global revenue and more than 50 per cent of Canadian earnings. We\xe2\x80\x99re a top provider of life, health and wealth products in the Canadian marketplace.

The role of the Estate & Financial Planning (EFPS) Specialist is to provide estate and financial planning services to qualified customers and an ability to engage experienced advisors in more complex cases. The role requires a blend of technical ability along with outstanding communication and influencing skills to enable customers to act on the financial plans provided to them. This includes:

providing personalized comprehensive financial planning to customers via Career Sales Force (CSF) advisors.

acting as a technical resource for advisors in support of providing advanced personalized comprehensive financial support to their customers.

providing opportunities for advanced level training to select CSF advisors in support of their development into EFPS related markets.

The key relationship is with Advisors and their customers and their customer\xe2\x80\x99s other professional advisors. A strong relationship with Financial Centre (FC) managers is critical in enlisting them to be actively supporting EFPS as an integral part of their FCs sales culture. In addition there are FC management teams, EFPS head office staff and co-workers

What will you do?

Contributing to CSF sales results by providing EFPS qualified clients with compelling financial planning advice.

Providing opportunities for advanced level training to select CSF advisors in support of their development into EFPS related markets

Serving as an estate and financial planning services resource for advisors and Financial Centres where necessary and appropriate.

Delivering seminars/presentations on advanced planning topics.

Maintaining a current and thorough knowledge of estate and financial planning through research, attending industry related functions, etc.

Developing a full competence in the use of EFPS and Sun Life financial planning support tools.

Managing personal workflow and scheduling with advisors.

Identifying and developing a core group of advisors to work with

Enlisting additional sales support help if an advisor is struggling with how to approach the product solutions needed to implement a plan.

What do you need to succeed?

Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide.

3-10+ years in a Financial Planning or related role and one or more of the following accreditations:

CFP/Pl.Fin. (in Qu\xc3\xa9bec)

CLU

CSC

CA

RFP

LLB

Preferred Skills:

Superior verbal and written communication skills.

Strong influence skills that encourage clients to take action on their financial future.

Excellent facilitation and presentation skills

A consistent record of quality service

Maintenance of a professional image

Ability to foster and promote effective working relationships (eg. with advisors, FC managers, Regional Management Teams, head office staff and co-workers).

Full competence in the use of EFPS and Sun Life financial planning support tools.

Demonstrated self-management skills.

Strong analytical ability required to assess a client\xe2\x80\x99s financial situation.

Sound working knowledge of PC application (i.e. Word, Excel and Powerpoint).

Unique Requirements:

- Ability to travel and work with flexibility towards accommodating advisors and their clients.

What\'s in it for you?

\xc2\xb7 We\xe2\x80\x99re proud to be a Best Workplace for Hybrid Work by Great Place to Work\xc2\xae Canada

\xc2\xb7 We\xe2\x80\x99re honoured to be recognized as a 2022 Best Workplaces in Canada by Great Place to Work\xc2\xae Canada

\xc2\xb7 Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives

\xc2\xb7 Work-life balance by scheduling your day around your priorities and having more time to spend on the important things

\xc2\xb7 Flexible Benefits from the day you join to meet the needs of you and your family

\xc2\xb7 Pension, stock and savings programs to help build and enhance your future financial security

\xc2\xb7 Fitness and wellness programs that help you balance work and life and enjoy a healthier lifestyle

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to .

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Salary Range: 74,100/74 100 - 120,800/120 800

Job Category: Sales - Distribution Support

Posting End Date: 05/05/2023

Sun Life Financial