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The Financial Planner provides estate and financial planning services to clients, contributing to sales results while maintaining an advisory role. Responsibilities include serving as a resource for advisors, delivering seminars on advanced topics, and continuously updating knowledge of financial planning.

As a Compliance Manager, you will oversee client complaint resolutions related to market-based products, ensuring alignment with regulatory requirements. You will investigate misconduct allegations, manage complaint reporting, and conduct portfolio analyses, while mentoring and coaching investigators, and preparing reports for management and regulators.

The Financial Centre Administrator will manage client service support, report payments, and handle administrative tasks. Responsibilities include coordinating meetings, maintaining client inventory, and contributing to a positive work environment while supporting recruiting efforts. Strong organizational and PC skills, along with client relationship competencies, are essential to this role.

Manage the delivery of Third-Party Risk Management (TPRM) initiatives, supporting stakeholders in implementing and overseeing TPRM programs throughout their lifecycle. Coordinate with regional teams, prepare reports for management, and foster a strong risk culture across the business.

The Manager of Expense Management will oversee the development and analysis of expense reporting for Sun Life Canada, focusing on key metrics and insights. Responsibilities include managing quarterly deliverables, developing dashboards, leading analyses, and supporting cross-functional initiatives to enhance financial discipline and improve processes, while fostering an inclusive team environment.

As a Financial Advisor at Sun Life, you will build long-term relationships with clients, helping them with financial planning throughout various life stages. You'll prepare strategies to attract clients, conduct meetings, and recommend suitable insurance and investment products. Ongoing training and community networking are key to success in this role.

As a Financial Advisor at Sun Life, you will build long-term relationships with clients, offer financial planning that includes risk management strategies, and help ensure their financial security throughout various life stages. Responsibilities include conducting client meetings, developing tailored financial roadmaps, recommending suitable products, and maintaining ongoing client relationships. You will also engage in continuous training and professional development.