Budget Analyst conducting financial analysis and budget management for organizational projects at CACI. Collaborating with teams to provide insights and ensure reporting accuracy.
About the role
- Director of Estate and Financial Planning Services supporting financial planning capabilities for high-net-worth individuals. Managing relationships with advisors and providing advanced financial planning solutions.
Responsibilities
- 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.
Requirements
- Certified Financial Planner (CFP) certification is mandatory
- Professional designations such as TEP, CLU or CPA is an asset
- Minimum of 7 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
- Bilingualism (French, English, both oral and written) is required for Quebec only.
Benefits
- 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.
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