Manager, Financial Planning Strategy And Quality Assurance

SunLife

Multiple Locations, , Canada
Base: 80,000 - 128,000 cad; bonus/equity: discreti...
Hybrid
Financial planning strategy execution
Quality assurance review process
Data analysis and reporting skills
As Manager, Financial Planning Strategy and Quality Assurance you will support Sun Life Financial Distribution advisors in producing high quality financial plans and lead strategic initiatives to drive results

Job Summary

  • As Manager, Financial Planning Strategy and Quality Assurance you will support Sun Life Financial Distribution advisors in producing high quality financial plans and lead strategic initiatives to drive results.
  • The role offers a hybrid work environment, a collaborative and inclusive culture, flexible benefits, and access to global learning and wellness programs.
  • Sun Life has been recognized as a Best Workplace in Canada multiple years and values diversity and inclusion in its workforce.

Matching Summary

As Manager, Financial Planning Strategy and Quality Assurance you will support Sun Life Financial Distribution advisors in producing high quality financial plans and lead strategic initiatives to drive results.

Salary

Base: 80,000 - 128,000 CAD; Bonus/Equity: Discretionary incentive plans; Benefits: Flexible benefits, pension, stock and savings programs

Skills & Requirements

Must-have

  • Financial planning strategy execution
  • Quality assurance review process
  • Data analysis and reporting skills
  • Compliance standards knowledge
  • Project management from conception to completion
  • Strong communication and negotiation skills

Nice-to-have

  • Financial planning designation
  • Experience with hybrid work environment
  • Executive-level presentation experience
  • Knowledge of life/health/insured-wealth products
  • Adaptability and organizational skills
  • Bilingualism for Quebec region

Key Requirements

  • 5+ years strategy and project execution experience
  • 5+ years financial planning experience in Canada
  • Knowledge of industry compliance and regulation
  • Experience with compliance audits or tests
  • Proficiency in Microsoft Excel and data analytics
  • Bilingualism required for Quebec
  • Financial planning designation preferred
  • University or College degree related to business or financial planning

Work Rights

Not specified

Tailored Resume

Cover Letter