Estate and Financial Planning Specialist

Found in: Talent US C2 - 2 weeks ago

New Haven, United States Sun Life Full time

Job Description

:

The role of the Estate and Financial Planning Specialist (EFPS) is to provide estate and financial planning services to qualified clients and an ability to engage experienced advisors in more complex opportunities. This role requires a blend of technical ability along with outstanding communication skills to review financial plans with advisors and clients. The Estate and Financial Planning Specialist provides personalized comprehensive financial planning to clients via CSF advisors. 

While the role contributes to sales, this role is an advisory role that requires being kept at arms length from the sales role. Planning employees are not commissioned sales people nor are they licensed to sell product. It is important that clients view this service as balanced and objective.

Role Accountabilities:

Contribute to CSF sales results by providing EFPS qualified clients with comprehensive financial planning advice.

Support needs of the Financial Planning Support team by providing advanced level training to select CSF advisors in support of their development with respect to Financial Planning

Serve as a financial planning services resource for advisors and Financial Centres

Deliver seminars/presentations on advanced planning topics.

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

Shared Accountabilities:

Large Insurance Case results in a designated region– shared with their leader

Wealth results in a designated region – shared with their leader

What do you need to succeed?

Excellent knowledge of estate and financial planning

Superior verbal and written communication skills.

Strong influence skills

Excellent facilitation and presentation skills

Strong relationship management skills

Full competence in the use of Sun Life Financial Distributors financial planning support tools (SVFA).

Demonstrated self-management skills.

Strong analytical ability

As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwide.

Education, Licensing & Accreditation Requirements:

5+ years in a Financial Planning or related role

One or more of the following: CFP/Pl.Fin. (in Québec), CLU, CSC, CA, RFP, LLB

IQPF Diploma (an asset)

What's in it for you?

Working together, sharing common values, and encouraging growth & achievement

Flexible Benefits from the day you join to meet the needs of you and your family.

We’re proud to be recognized as a company with a 2023 Most Trusted Executive team by Great Place to Work® Canada

Join one of our many Inclusion Networks. These voluntary, employee-led groups are dedicated to creating connection, fostering inclusivity, and building community.

Charitable giving through our You Give, We Give program lets you give back to your community – and in many cases, we’ll match your contributions.

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