You are as unique as your background, experience and point of view. Here, you’ll 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.**Job Description:****Role Summary**This role is part of the Business Growth, Retail Advice & Solutions (RA&S). As a member of the Estate and Financial Plannings Services (EFPS) support team, this role is responsible for growing financial planning capabilities across Sun Life Financial Distributions (SLFD). Reporting to the Regional Director, of EFPS, this individual is responsible for preparing and delivering advanced holistic financial plans to high-net-worth individuals.What you bring to the role is your passion in providing holistic financial planning expertise to improve Sun Life Advisors’ and clients’ financial planning experience and deliver better outcomes, all while executing with service excellence.This individual will have the opportunity to work in partnership with Sun Life Advisors and Field Leaders in the delivery of financial plans, regional training and client seminars through various channels (e.g. virtual and on-site sessions, etc.).* Development of 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.* Provide comprehensive strategies focused on the management of intergenerational wealth transfers for individuals and business owners.* Organize regional training and client seminars for Sun Life Advisors and clients with a focus on advanced financial planning topics.* Collaboration with Advanced Case Managers (ACM) and Insurance Sales Distributors (ISD) in providing insurance solutions.* Proactively staying up to date in all areas of financial planning, wealth management, tax and estate planning.* Cultivate and manage relationships with field leaders, Sun Life Advisors and senior leaders.* Certified Financial Planner (CFP) certification is mandatory* Professional designations such as TEP, CLU or CPA is an asset* Minimum of 5 years' experience in financial planning or a similar field* Comprehensive understanding of financial planning principles and practices* Proficient in utilizing Sun Life Financial Distributors' planning tools, specifically Conquest software.* Exceptional oral and written communication abilities* Proven talent in facilitation and delivering presentations* Adept at building and maintaining professional relationships* Demonstrated capacity for self-direction and independent work* Keen analytical and problem-solving skills* Ability to explain complex financial concepts in simple terms* Time management and organizational skills to handle multiple clients* Familiarity with digital tools for virtual client meetings and remote collaboration (e.g. MS Teams, Zoom).* Ability to work effectively in a team environment with other financial professionals* The opportunity to work with Financial Planning Professionals in the Financial Services and Insurance industry, that are continually in pursuit of delivering Financial Planning excellence.* We’re committed to creating an inclusive and respectful environment. Our goal is to make sure all our employees have the chance to live up to their full potential.* We’re honoured to be recognized as a 2024 Best Workplaces in Canada by Great Place to Work Canada.* Fitness and wellness programs that help you balance work and life and enjoy a healthier lifestyle.* Flexible Benefits from the day you join to meet the needs of you and your family.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 thebrightside@sunlife.com.We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.**Salary Range:**110,000/110 000 - 180,000/180 000**Job Category:**Sales - Distribution Support**Posting End Date:**20/01/2026**Shine together**At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed.**Make life brighter**We’re a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far-reaching, and locally relevant There’s power in numbers. As part of Sun Life’s growing team, you have an impact on people in your community and around the world.**Shape the future**With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we’re driving transformation, sustainability and innovation for our Clients, employees, partners, and communities. Join us. Together, we can make the future brighter.Join a top employer for a brighter future. Visit #J-18808-Ljbffr
A leading financial services firm in Toronto seeks a financial planning professional to develop advanced strategies for high-net-worth clients. Responsibilities include collaboration with advisors, organizing training, and delivering client seminars. Candidates must hold a CFP certification with at least 5 years of relevant experience. The role offers a supportive environment and opportunities for personal and professional growth within a hybrid work model, making a significant impact in clients' financial well-being. #J-18808-Ljbffr
A leading financial services company is seeking a Director, Enterprise Data Architecture to design and implement critical data strategies. The role requires extensive experience in cloud-based data architecture and strong leadership skills. Responsibilities include engaging with executive stakeholders, mentoring team members, and establishing governance for data architecture practices. This position offers a competitive salary and fosters a collaborative work environment. #J-18808-Ljbffr
You are as unique as your background, experience and point of view. Here, you’ll 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. Role Summary Within Sun Life, the Data and Analytics COE comprised of savvy and intellectually curious professionals who are on a mission to transform how we apply data and analytics to support Sun Life becoming client centric. An integral part of the Data and Analytics COE organization, the Data Science COE supports Canadian business units in their journey to leverage data and analytics as a foundational pillar in delivering business value. Reporting to the Director, Data Science, as a Senior Data Scientist you will focus on supporting Canadian business units in accelerating the growth and application of advanced analytics in driving value. The senior data scientist will leverage practical experience in applying varied data science techniques & offering advice/inputs to help with the design, development and implementation of analytics use cases. What success looks like Sun Life views success in this role in demonstration of these key attributes: Fierce curiosity. You are drawn to discovering and leveraging new data and taking on challenging business puzzles. An inquisitive mind. Driven to ask questions to help lead projects to commercial value and not being afraid that the innovation attempts can and will lead to failing. A passion for solving problems. The most successful data scientists’ solution for what the right data to use, they solve using the most suitable (not most advanced) algorithms for the problem at hand and figure out how to execute and deliver with highest efficiency. Technical skills in both data and computer science. There are 3 core technical skills we look for: in-depth coding knowledge of an analytic tool(s) (i.e., Python); data science techniques and concepts; working with structured data and unstructured data. Thirst for learning. You are a data scientist who is constantly updating their knowledge of data science state-of-the-art. What you will do Data Science and Machine Learning Translate business goals into analytical problems; Identify optimal algorithms, statistical techniques and/or GenAI architecture suitable for the business problem at hand Work in cross-functional teams to develop ML/data science products, including GenAI applications Apply best-in-breed data science techniques including descriptive, predictive, and machine learning methods from design to implementation Focus on feature engineering, model training, model evaluation, and prompt engineering for LLMs GenAI & Agentic AI Development Design, develop, and deploy GenAI solutions including AI agents, chatbots, and autonomous systems that solve complex business problems Research and pilot the latest GenAI technologies, RAG (Retrieval-Augmented Generation) techniques, and agentic frameworks (LangChain, LangGraph, CrewAI etc.) Implement AI bots/agents with advanced reasoning capabilities and tool use patterns Work with vector databases and embedding models to build intelligent information retrieval systems Technical Leadership & Collaboration Break down broader data science development milestones into actionable goals, activities, and work plans Create and maintain technical design artifacts describing application functionality, data models, interfaces, and integrations Engage and negotiate with stakeholders, make business recommendations with effective presentations of findings at multiple levels of stakeholders Champion continuous improvement and foster innovation within the analytics community What you need to succeed Bachelor’s degree in computer science, Statistics, Mathematics, or related field, or equivalent experience 5+ years’ experience in developing and implementing data science techniques Proficient in Python for data science and GenAI application development Experience with writing complex SQL and PySpark queries to extract and integrate data from multiple database sources Proficiency in machine learning including supervised and unsupervised models Demonstrated experience in data transformation, data manipulation, and working with structured vs. unstructured data Strong understanding of APIs, microservices architecture, and cloud-native development Hands-on expertise with GenAI frameworks and LLM APIs with experience developing AI bots/agents with reasoning and tool-use capabilities Strong understanding of RAG techniques, prompt engineering, and fine-tuning methodologies and familiarity with vector databases and embedding models Experience with chatbot development concepts and conversational AI design Exceptional communication skills to articulate complex technical concepts to both technical and non-technical stakeholders Effective and concise oral and written storytelling and insights communication skills Ability to work on multiple projects in parallel while managing constantly changing deadlines and priorities Proven ability to mentor and guide junior data scientists and data engineers Strong problem-solving abilities and analytical skills with keen attention to detail Nice to have Experience with AWS services including SageMaker, Lambda, Bedrock, and other AI/ML services Experience with data warehousing, pipelines, and big data technologies such as AWS Glue for ETL, Glue Catalog, Glue Data Quality, and AWS Step Functions. Unique Requirements As a condition of the role, the successful candidate must obtain a Government of Canada Reliability Status security clearance through Sun Life in advance of the start date Must be able to satisfactorily complete applicable background checks prior to the start date and during employment, in accordance with Sun Life’s policies and practices What’s in it for you We’re honoured to be recognized as a 2024 Best Workplaces in Ontario by Great Place to Work Canada. We are thrilled to be recognized by Excellence Canada with their top-level certification, the Canada Order of Excellence for Mental Health at Work, for prioritizing employee well-being, fostering a positive work culture, and achieving excellence in mental health. Wellness programs that support the three pillars of your health – mental, physical, and financial The opportunity to move along a variety of career paths with amazing networking potential. 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 email a request to thebrightside@sunlife.com. We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs. We may use artificial intelligence to support candidate sourcing, screening, interview scheduling. We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted. Salary Range: 90,000 - 140,000 Job Category: Advanced Analytics Posting End Date: 28/01/2026 #J-18808-Ljbffr
Director, Enterprise Data Architecture, Data Strategy page is loadedDirector, Enterprise Data Architecture, Data StrategyApply locations Toronto, Ontario Waterloo, Ontario North York, Ontario Ontario Telecommuters time type Full time posted on Posted Yesterday job requisition id JR00114549You are as unique as your background, experience and point of view. Here, you’ll 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.Job Description:We seek a strategic individual contributor to join our Enterprise Data architecture team as a Director, Enterprise Data Architecture for data strategy.This leadership role is responsible for designing critical enterprise data strategy in consultation with Sun Life’s business and enterprise partners, including the holistic alignment of technologies, standards, and practices that enable Sun Life to deliver world class data and analytic systems. This role will directly report into the Global Head (AVP) of Data Architecture.In this role you will strategically guide the evolution of our enterprise data architecture 'north star' to support advanced data architectures such as event streaming, and federated data and AI governance. This role will help shape the design, implementation and adoption of AI ready data.What will you do?You’ll engage and lead the data strategy engagements with business line executives, and define data architectures for enterprise engagements.Develop enterprise data architecture patterns, define playbooks and technologiesEstablish and provide governance on enterprise data architecture and technology standards, so that our enterprise data architecture best supports and enables GenAI and Agentic AI capabilities.Define and create Semantic Layer, Ontologies and Knowledge Graphs.Create and present tools/tech proposals and evaluations at Enterprise Architecture Governance councilsAnalyze structural and enterprise data architecture requirements to best enable new software and applicationsApply and enforce enterprise data architecture best practices to all enterprise solution architecture and design areas, including cloud native AWS, hybrid cloud, and on-prem. This includes areas such as Operational Excellence, Security, Reliability, Performance Efficiency, and Cost Optimization.Collaborate with all regions to provide enterprise data architecture best practice and guidance on various delivery / implementations.You will also roll-up your sleeves and help the project teams with their complex technical issues from the enterprise data architecture point of view.Partner with the Data and Analytics teams to lead technology POCs and pilots in the data and analytics domain.Provide enterprise data architecture leadership and guidance on the design of end-to-end solutions for building data & analytics applications on cloud and on-premise platformsMentor other data systems designers (Data Architects), both within your team and within other Digital Business and Technology Services, or other Business units, in order to support solution development and application of best practices.Provide enterprise data architecture guidance to the solutions design team to drive data & analytics strategy across the enterprisePrior hands-on experience in designing and delivering data and analytics solutions with proven business value.What do you need to succeed?Strategic enterprise data architecture engagement skills with executive level stakeholders.3+ years with cloud-based data architecture in a modern AWS environment. While AWS is preferred, we can instead consider modern Azure or GCP cloud-based data architecture experience.Approximately 15+ years of build/design experience related to data service design, building data architecture, with prior experience leading end to end implementations.Defining and creating Semantic Layer, Ontologies and Knowledge Graphs.Any additional experience with GraphQL, Random Forest and Tree, and ModelOps would be an asset, but not necessarily required.Background of working with data governance and its applicationExperience in ML / AI methodologies and event streaming is an asset.Experience with technologies such as Kafka, Glue, Lambda, Redshift and/or Snowflake, and Informatica IICS, (or similar).Experience with data analytics and visualization using any modern age tools such as AWS Sagemaker, R Studio,Tableau, or Power BI.Prior experience with MDM (Master Data Management), RDM, Data Modeling techniques, Data architecture patternsExtremely strong communication, critical thinking, conceptual and analytical skills.Excellent collaboration and leadership skills, a proven ability to adapt to challenges, and a strong interest in coaching and mentoring colleagues.What’s in it for you?Great Place to Work Certified for Most Trusted Executive Team in Canada – 2025, 2024 and 2023Great Place to Work Certified for Best Workplaces in Canada - 2025Canada Order of Excellence for Mental Health at Work certification from Excellence Canada. Sun Life is one of only four companies in Canada to ever receive this certification – 2024Top Work Places for Remote Work – Monster Canada - 2024Great Place to Work Certified for Best Workplaces in Canada – 2024 and 2022Great Place to Work Certified for Best Workplaces for Women in Canada - 2024Flexible hybrid work model. #LI-HybridPension, stock and savings programs to help build and enhance your future financial securityWork and professional development that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier livesA friendly, collaborative and inclusive cultureBe part of our continuous improvement journey in developing the next greatest digital enterprise experience.Competitive salary and bonus structure influenced by market range dataThe opportunity to move along a variety of career paths with amazing networking potentialThe 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 thebrightside@sunlife.com .We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you! Several 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:120,000/120 000 - 190,000/190 000Job Category:IT - Application DevelopmentPosting End Date:29/09/2025Shine togetherAt Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed.We’re a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far-reaching, and locally relevant There’s power in numbers. As part of Sun Life’s growing team, you have an impact on people in your community and around the world.Shape the futureWith an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we’re driving transformation, sustainability and innovation for our Clients, employees, partners, and communities. Join us. Together, we can make the future brighter. #J-18808-Ljbffr
A leading financial services company in Toronto is seeking a Senior Data Scientist to enhance data-driven decision-making across business units. This role involves applying data science techniques, collaborating on advanced analytics projects, and developing GenAI solutions. The ideal candidate will have over 5 years of experience in data science, a Bachelor’s in a relevant field, and proficiency in Python and SQL. Join a dynamic team that prioritizes innovation and client satisfaction, fostering a positive workplace culture and offering a hybrid work environment. #J-18808-Ljbffr
A prominent financial services provider in Ontario seeks a Business Development Partner to onboard and develop Advisors. This role focuses on compliance, training, and achieving strategic objectives in sales growth. Candidates need at least 5 years of experience within financial services, strong mentoring skills, and a valid Life Insurance Agent’s license. Join a diverse team and contribute to meaningful growth initiatives. Attractive compensation and flexibility in work arrangements are offered. #J-18808-Ljbffr
Planning Director, Estate and Financial Planning Services page is loaded## Planning Director, Estate and Financial Planning Serviceslocations: Toronto, Ontario: Sun Life Waterloo King: Nova Scotia Telecommuters: Newfoundland and Labrador Telecommuters: New Brunswick Telecommuterstime type: Full timeposted on: Posted Todayjob requisition id: JR00119326You are as unique as your background, experience and point of view. Here, you’ll 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.**Job Description:****Role Summary**This role is part of the Business Growth, Retail Advice & Solutions (RA&S). As a member of the Estate and Financial Plannings Services (EFPS) support team, this role is responsible for growing financial planning capabilities across Sun Life Financial Distributions (SLFD). Reporting to the Regional Director, of EFPS, this individual is responsible for preparing and delivering advanced holistic financial plans to high-net-worth individuals.What you bring to the role is your passion in providing holistic financial planning expertise to improve Sun Life Advisors’ and clients’ financial planning experience and deliver better outcomes, all while executing with service excellence.This individual will have the opportunity to work in partnership with Sun Life Advisors and Field Leaders in the delivery of financial plans, regional training and client seminars through various channels (e.g. virtual and on-site sessions, etc.).* Development of 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.* Provide comprehensive strategies focused on the management of intergenerational wealth transfers for individuals and business owners.* Organize regional training and client seminars for Sun Life Advisors and clients with a focus on advanced financial planning topics.* Collaboration with Advanced Case Managers (ACM) and Insurance Sales Distributors (ISD) in providing insurance solutions.* Proactively staying up to date in all areas of financial planning, wealth management, tax and estate planning.* Cultivate and manage relationships with field leaders, Sun Life Advisors and senior leaders.* Certified Financial Planner (CFP) certification is mandatory* Professional designations such as TEP, CLU or CPA is an asset* Minimum of 5 years' experience in financial planning or a similar field* Comprehensive understanding of financial planning principles and practices* Proficient in utilizing Sun Life Financial Distributors' planning tools, specifically Conquest software.* Exceptional oral and written communication abilities* Proven talent in facilitation and delivering presentations* Adept at building and maintaining professional relationships* Demonstrated capacity for self-direction and independent work* Keen analytical and problem-solving skills* Ability to explain complex financial concepts in simple terms* Time management and organizational skills to handle multiple clients* Familiarity with digital tools for virtual client meetings and remote collaboration (e.g. MS Teams, Zoom).* Ability to work effectively in a team environment with other financial professionals* The opportunity to work with Financial Planning Professionals in the Financial Services and Insurance industry, that are continually in pursuit of delivering Financial Planning excellence.* We’re committed to creating an inclusive and respectful environment. Our goal is to make sure all our employees have the chance to live up to their full potential.* We’re honoured to be recognized as a 2024 Best Workplaces in Canada by Great Place to Work Canada.* Fitness and wellness programs that help you balance work and life and enjoy a healthier lifestyle.* Flexible Benefits from the day you join to meet the needs of you and your family.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 thebrightside@sunlife.com.We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.**Salary Range:**110,000/110 000 - 180,000/180 000**Job Category:**Sales - Distribution Support**Posting End Date:**20/01/2026**Shine together**At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed.**Make life brighter**We’re a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far-reaching, and locally relevant There’s power in numbers. As part of Sun Life’s growing team, you have an impact on people in your community and around the world.**Shape the future**With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we’re driving transformation, sustainability and innovation for our Clients, employees, partners, and communities. Join us. Together, we can make the future brighter.Join a top employer for a brighter future. Visit #J-18808-Ljbffr
A leading financial services organization in Toronto is looking for a Planning Director in Estate and Financial Planning Services. In this role, you will develop advanced financial plans for high-net-worth clients and support advisors with training and strategies. Candidates should have a CFP certification and at least 5 years in financial planning. The role offers a base pay of $110,000 - $180,000, and includes participation in diverse benefits and incentive plans. #J-18808-Ljbffr
A major financial services company in Toronto seeks a Planning Director for Estate and Financial Planning Services. This role involves developing advanced financial plans for high-net-worth clients, conducting training, and collaborating with advisors. Candidates must hold a CFP and have at least 5 years of financial planning experience. The role offers a base salary between 110,000 and 180,000 CAD. The company promotes a hybrid work environment, allowing flexibility for both remote and office work. #J-18808-Ljbffr
