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Financial Planning Consultant
1 month ago
Job Description Join to apply for the Financial Planning Consultant role at Sun Life. You 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 have new and exciting opportunities to make life brighter for our clients – who are at the heart of everything we do. What will you do? Conduct virtual hands‑on one‑on‑one sessions focusing on practical application of financial planning concepts. Organize regional training and seminars for Sun Life Advisors with a focus on regular updates of content, industry changes and best practices. Identify and participate in the implementation of initiatives, programs and processes to improve the financial planning capability of advisors. Collaborate with marketing teams to develop client‑facing materials that support advisors in explaining complex financial concepts. Provide financial assessment and development of comprehensive financial plans through the creation of customized strategies to achieve Clients’ goals. Assist in the development of financial strategies to address risk management, retirement planning, tax planning and estate planning needs. What do you need to succeed? Certified Financial Planner (CFP) certification is mandatory. 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. What's in it for you? The opportunity to work with Financial Planning Professionals in the Financial Services and Insurance industry, continually pursuing delivery of Financial Planning excellence. We’re committed to creating an inclusive and respectful environment. Our goal is to make sure all our employees have the chance to live up to their full potential. We’re honoured to be recognized as a 2025 Best Workplace in Canada by Great Place to Work® Canada. 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. Salary Range 80,000 – 128,000 Posting End Date 05/12/2025 Diversity and Inclusion Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds. Accommodation for Persons with Disabilities Persons with disabilities who need accommodation in the application process, or those needing a job posting in an alternative format, may e‑mail a request to thebrightside@sunlife.com. Hybrid Work Environment We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs. Application Process We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted. #J-18808-Ljbffr
