Director, Estate and Financial Planning Services
Lead advanced holistic financial planning for high-net-worth clients, drive growth, collaborate with industry experts, and access a rewarding salary range with full-time flexibility.
The Director, Estate and Financial Planning Services role is a full-time opportunity offering a competitive base salary between $110,000 and $180,000. The position features a mix of office and remote work flexibility, plus comprehensive benefits from day one. Bilingualism is required only for those managing work in Quebec. The company also values diversity and is committed to creating an inclusive environment for all employees.
Day-to-Day Responsibilities
As Director, you will collaborate with Sun Life Advisors and field leaders, preparing advanced financial plans for high-net-worth clients. This includes strategies for risk, retirement, tax, and estate planning. Regular client seminars and regional training sessions, both virtual and onsite, are part of the role to enhance advisor knowledge. Staying updated on trends, laws, and best practices in financial planning and wealth transfer is essential. You’ll utilize digital platforms and specialized software for client meetings and plan delivery.
Advantages of the Role
The ability to lead and shape holistic financial planning experiences for clients is a major draw. You’ll work in a collaborative culture with frequent knowledge sharing. The highly competitive salary and generous benefits package offer both security and motivation. Flexibility in work arrangements helps maintain work-life balance. There is clear recognition for high performance, including eligibility for incentive programs.
Potential Drawbacks
The role’s high level of responsibility comes with considerable pressure to achieve outcomes for clients and the organization. Managing complex financial planning for several high-net-worth clients simultaneously can be demanding. The expectation to stay current and continually educate advisors may lead to a heavy workload. Bilingualism requirements may be restrictive for some candidates. Occasional travel for seminars or client meetings may also be a consideration.
Final Verdict
The Director, Estate and Financial Planning Services position is a strong fit for seasoned professionals who thrive in a dynamic environment. With a mix of rewarding responsibilities, outstanding compensation, and personal development opportunities, it suits those ready to make a high-level impact. If you possess the required experience and thrive in leadership, this role delivers both challenge and substantial career growth.
