Financial Planning Training Lead

4 weeks ago


Vancouver, Canada Sun Life Financial Full time

A leading financial services firm in Vancouver is looking for a Financial Planning Consultant to enhance the financial planning capabilities of advisors and managers. This role involves delivering training, supporting the development of tools, and ensuring compliance with regulatory requirements. The ideal candidate has a CFP designation, over 7 years of experience, and strong communication skills. This position offers a flexible hybrid work environment with opportunities for growth and competitive compensation.
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