Financial Planning Consultant

3 weeks ago


Montréal, Canada Sun Life Full time

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. Discover how you can make a difference in the lives of individuals, families and communities around the world.

As a member of the EFPS Support team, you will be responsible for growing Financial Planning capability across SLFD, for advisors, managers and coaches. In this capacity, the role supports the continued growth in the knowledge and skills required by advisors to provide effective Financial Planning to clients.
- Role actively participates as part of the Financial Planning Centre of Excellence for SLFD, ensuring that Financial Planning training is consistent with regulatory as well as SLF requirements
- Specifically facilitates, supports and coordinates learning activities for assigned Region:

- In partnership with managers, coaches and advisors, identify needs and participants
- Facilitation and delivery of Financial Planning training to advisors, managers and coaches through various channels (e.g. online, virtual, classroom, skill building sessions, etc)
- Communicate key needs, outcomes and observations to management and Financial Planning teams
- Delivers training in a one-to-many environment with one-on-one support as required

**What will you do?**
- Contribute to CSF sales results by ensuring advisors have the knowledge they require to deliver effective financial planning services to clients
- Identify and participate in the implementation of initiatives, programs and processes to improve the financial planning capability of advisors
- Provide opportunities for advanced level training to select CSF advisors in support of their development with respect to Financial Planning
- Provide training opportunities for development of managers and coaches on Financial Planning principles etc to support day-to-day coaching of advisors
- Financial Planning Centre of Excellence (FP CoE)
- Contribute to the role of the FP CoE by providing regular feedback into the needs of advisors and manager
- Support the development of appropriate content required to grow advisor and manager FP capability

**What do you need to succeed?**
- 7+ years in a financial planning or related role
- CFP designation
- Excellent knowledge of financial planning
- Superior verbal and written communication skills
- Excellent facilitation and presentation skills
- Strong relationship management skills
- Demonstrated self-management skills
- Strong analytical ability
- Full competence in the use Sun Life Financial Distributors financial planning support tools (SVFA)
- Bilingualism (French, English) required
- interactions with English and French-speaking customers or partners

**What's in it for you?**
- Flexible Benefits from the day you join to meet the needs of you and your family
- Pension, stock and savings programs to help build and enhance your future financial security
- Fitness and wellness programs that help you balance work and life and enjoy a healthier lifestyle
- An environment of continuous learning and improvement
- Being a member of the Sun Life family, a group of people united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives
- A friendly, collaborative and inclusive culture
- A collaborative and interactive team environment
- We’re proud to be a Best Workplace for Hybrid Work by Great Place to Work® Canada

At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

**Salary Range**:
74,100/74 100 - 120,800/120 800

**Job Category**:
Sales - Distribution Support

**Posting End Date**:
22/04/2023



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