Financial Planning Consultant
2 weeks ago
Financial Planning Consultant at Sun Life You are as unique as your background, experience and point of view. At Sun Life, you’ll be empowered and challenged to be your best self. You’ll work with dynamic colleagues and leaders who inspire you to reach new heights and make life brighter for our clients. Job Description This role is part of the Business Growth, Retail Advice & Solutions (RA&S). As a member of the Estate and Financial Planning Services (EFPS) support team, you will support the growth of financial planning capabilities across Sun Life Financial Distributions (SLFD). Reporting to the Regional Director of EFPS, you will help grow the knowledge and skills required by Sun Life Advisors to provide effective financial planning to clients. What will you do? Conduct virtual hands‑on one‑on‑one sessions focused on practical application of financial planning concepts. Organize regional training and seminars for Sun Life Advisors, updating content on industry changes and best practices. Identify and implement initiatives, programs and processes that improve the financial planning capability of advisors. Collaborate with marketing teams to develop client‑facing materials supporting advisors in explaining complex financial concepts. Provide financial assessment and develop comprehensive financial plans through customized strategies to achieve clients’ goals. Assist in developing financial strategies for risk management, retirement planning, tax planning and estate planning needs. What do you need to succeed? Certified Financial Planner (CFP) certification (mandatory). Minimum of 7 years’ experience in financial planning or a similar field. Comprehensive understanding of financial planning principles and practices. Proficiency with Sun Life Financial Distributors’ planning tools, especially Conquest software. Exceptional oral and written communication skills. Experience in facilitation and delivering presentations. Ability to build and maintain professional relationships. Capacity for self‑direction and independent work. Strong 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 (MS Teams, Zoom). Teamwork skills for collaborating with other financial professionals. What's in it for you? Opportunity to work with leading financial planning professionals in the industry. Inclusive and respectful workplace that supports career growth. Acknowledgment as a 2025 Best Workplace in Canada by Great Place to Work® Canada. Fitness and wellness programs to support work–life balance. Flexible benefits from day one to meet your and your family’s needs. Salary Range: 80,000 – 128,000 CAD Post End Date: 05/12/2025 Posting Type: Sales – Distribution Support Seniority level Not Applicable Employment type Full‑time Job function Finance and Sales Industries Financial Services and Insurance Diversity and inclusion are core values at Sun Life. We welcome applications from qualified individuals of all backgrounds. Persons with disabilities may email a request for accommodation to thebrightside@sunlife.com. We are a hybrid organization that offers both office and virtual work options, depending on role requirements and individual needs. Only selected applicants will be contacted for an interview. #J-18808-Ljbffr
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Financial Planning Consultant
2 weeks ago
Southwestern Ontario, Canada Sun Life Financial Full timeYou are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...
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Financial Planning Consultant
2 weeks ago
Southwestern Ontario, Canada Sun Life Financial Full timeYou are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...
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Financial Planning Consultant
2 weeks ago
Southwestern Ontario, Canada Sun Life Full timeFinancial Planning Consultant at Sun Life You are as unique as your background, experience and point of view. At Sun Life, you’ll be empowered and challenged to be your best self. You’ll work with dynamic colleagues and leaders who inspire you to reach new heights and make life brighter for our clients. Job Description This role is part of the Business...
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Wealth Planning Consultant, Private Wealth
2 weeks ago
Southwestern Ontario, Canada BMO Financial Group Full timeApplication Deadline: 12/11/2025 Address: 20 Erb Street West Job Family Group: Wealth Sales & Service Provides wealth planning, advanced financial planning, guidance and counsel focused on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focused...
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Wealth Planning Consultant, Private Wealth
2 weeks ago
Southwestern Ontario, Canada BMO Financial Group Full timeApplication Deadline: 12/11/2025 Address: 20 Erb Street West Job Family Group: Wealth Sales & Service Provides wealth planning, advanced financial planning, guidance and counsel focused on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focused...
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Senior Consultant: Plan Sponsor Risk
1 week ago
Southwestern Ontario, Canada Manulife Financial Full timeA leading financial services provider in Southwestern Ontario is seeking a Senior Consultant to oversee plan sponsor-related risks and negotiate service agreements. The ideal candidate will have 5–7 years of experience in Group Benefits and strong risk governance knowledge. This position offers a hybrid work arrangement and a competitive salary within the...
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Senior Consultant: Plan Sponsor Risk
6 days ago
Southwestern Ontario, Canada Manulife Financial Full timeA leading financial services provider in Southwestern Ontario is seeking a Senior Consultant to oversee plan sponsor-related risks and negotiate service agreements. The ideal candidate will have 5–7 years of experience in Group Benefits and strong risk governance knowledge. This position offers a hybrid work arrangement and a competitive salary within the...
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Senior CFP Financial Planning Consultant
2 weeks ago
Southwestern Ontario, Canada Sun Life Full timeA prominent financial services provider in Ontario is seeking a Financial Planning Consultant. You'll conduct training for advisors, create comprehensive financial plans, and implement strategies across the organization. The ideal candidate will have a CFP certification and at least 7 years of financial planning experience. This role offers a supportive...
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Senior CFP Financial Planning Consultant
2 weeks ago
Southwestern Ontario, Canada Sun Life Full timeA prominent financial services provider in Ontario is seeking a Financial Planning Consultant. You'll conduct training for advisors, create comprehensive financial plans, and implement strategies across the organization. The ideal candidate will have a CFP certification and at least 7 years of financial planning experience. This role offers a supportive...
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Director, Estate and Financial Planning Services
3 weeks ago
Southwestern Ontario, Canada Sun Life Financial Full timeYou are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...
