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Ottawa, Canada Sun Life Full timeA leading financial services company is looking for a Financial Planning Consultant in Ottawa. The ideal candidate should have a CFP certification and at least 7 years of experience in financial planning. Responsibilities include conducting one-on-one financial planning sessions and developing financial strategies. The company offers a hybrid work...
Financial Planning Consultant
2 weeks ago
Job Description :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.This role is part of the Business Growth, Retail Advice & Solutions (RA&S). As a member of the Estate and Financial Plannings Services (EFPS) support team, this role is responsible for growing financial planning capabilities across Sun Life Financial Distributions (SLFD). Reporting to the Regional Director, of EFPS, this individual is responsible for supporting the continued growth in the knowledge and skills required by Sun Life Advisors to provide effective financial planning to clients. What you bring to the role is your passion in providing holistic financial planning expertise to improve Sun Life Advisors’ financial planning experience and deliver better outcomes, all while executing with service excellence.This individual will have the opportunity to work in partnership with Sun Life Advisors and Field Leaders to assist with the facilitation and delivery of financial planning consultation and training through various channels (e.g. virtual and on-site sessions, etc.). 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 mandatoryMinimum of 7 years' experience in financial planning or a similar fieldComprehensive understanding of financial planning principles and practicesProficient in utilizing Sun Life Financial Distributors' planning tools, specifically Conquest software.Exceptional oral and written communication abilitiesProven talent in facilitation and delivering presentationsAdept at building and maintaining professional relationshipsDemonstrated capacity for self-direction and independent workKeen analytical and problem-solving skillsAbility to explain complex financial concepts in simple termsTime management and organizational skills to handle multiple clientsFamiliarity 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 professionalsWhat's in it for you? The opportunity to work with Financial Planning Professionals in the Financial Services and Insurance industry , that are continually in pursuit of delivering 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 Workplaces 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.
