Financial Planning Consultant
6 hours ago
Job Description :***Please note this is a contract/secondment opportunity ending September 24, 2027***About the role:As a member of the Estate & Financial Planning Services (EFPS) support team, this role is 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.What will you do?Contribute to SLFD 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 SLFD advisors in support of their development with respect to financial planning.Provide training and opportunities for development of managers and coaches on financial planning principles etc to support day-to-day coaching of advisors.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 teamsDelivers training in a one-to-many environment with one-on-one support as requiredFinancial Planning Centre of Excellence (FP CoE)Contribute to the role of the FP CoE by providing regular feedback into the needs of advisors and managersSupport the development of appropriate content required to grow advisor and manager FP capabilityWhat do you need to succeed?7+ years in a financial planning or related roleCFP designation (a must have)Full competence in the use Sun Life Financial Distributors financial planning support tools, specifically ConquestExcellent knowledge of financial planningSuperior verbal and written communication skills.Excellent facilitation and presentation skillsStrong relationship management skillsDemonstrated self-management skillsStrong analytical abilityPreferred Skills:Mandarin speaking is a strong assetExperience with SalesforceWhat's in it for you?Hybrid work environment20 vacation daysA friendly, collaborative, and inclusive cultureFlexible Benefits from the day you join to meet the needs of you and your familyThe opportunity to move along a variety of career paths with amazing networking potentialAccess to our Global Learning Centre, available 24/7 for your learning needsWellness programs that support the three pillars of your health – mental, physical and financialRecent Awards:We are honoured to be recognized as a 2022, 2023, 2024 and 2025 Best Workplaces in Canada by Great Place to Work® CanadaGreat Place to Work® list for Best Workplaces for #HybridWork 2022Great Place to Work® list for Best Workplaces for Professional Development in Canada 2022Named “Best Places to Work” by Glassdoor, 2021 and 2023
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Financial Planning Consultant
6 hours ago
Vancouver, Canada Royal Bank of Canada> Full timeJob DescriptionWhat is the Opportunity?RBC Family Office Services is a team of over 250 financial planning, legal, estate, taxation, business owner and business succession planning specialists, as well as individuals in head office roles, who support Investment Advisors and RBC Canadian Banking. The RBC Family Office Services team helps advisors and advisor...
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Financial Planning Consultant
2 weeks ago
Vancouver, British Columbia, Canada RBC Dominion Securities Full timeJob DescriptionWhat is the Opportunity?RBC Family Office Services is a team of over 250 financial planning, legal, estate, taxation, business owner and business succession planning specialists, as well as individuals in head office roles, who support Investment Advisors and RBC Canadian Banking. The RBC Family Office Services team helps advisors and advisor...
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Financial Planning Consultant
6 days ago
Vancouver, British Columbia, Canada Sun Life Full time $80,000 - $128,000You 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
1 day ago
Vancouver, British Columbia, Canada Sun Life Full time $80,000 - $128,000You 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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Avp, Financial Planning Specialist
5 days ago
Vancouver, Canada Raymond James Financial, Inc. Full time**AVP, Financial Planning Specialist** - 2403795 - At Raymond James, _**_we _**_develop, _**_we _**_collaborate, _**_we _**_decide, _**_we _**_deliver, and _**_we _**_improve together_. Raymond James Ltd. (RJL) is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized...
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Financial Planning Consultant
2 weeks ago
VANCOUVER MAIN BRANCH (B), GEORGIA ST W:VANCOUVER, Canada Royal Bank of Canada Full timeJob DescriptionWhat is the Opportunity?RBC Family Office Services is a team of over 250 financial planning, legal, estate, taxation, business owner and business succession planning specialists, as well as individuals in head office roles, who support Investment Advisors and RBC Canadian Banking. The RBC Family Office Services team helps advisors and advisor...
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Vancouver, Canada BMO Financial Group Full timeApplication Deadline: 01/08/2026 Address: 595 Burrard Street Job Family Group: Wealth Sales & Service This role focuses on providing expertise on tax planning concepts and strategies, with a specific emphasis on Canada/US cross border taxation concerns. Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help...
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Manager, Financial Planning
2 days ago
North Vancouver, Canada BlueShore Financial Full time**Manager, Financial Planning & Analysis (FP&A)** The Manager, Financial Planning & Analysis (FP&A), is a key member of our finance team, playing a pivotal role in shaping BlueShore Financial’s financial strategy and supporting our integration with Beem Credit Union. This position oversees budgeting, forecasting, financial analysis, and management...
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Financial Consultant
2 days ago
West Vancouver, Canada Anatona LLP Full time**Company description** Anatona (Capital) LLP is a boutique financial advisory firm in Vancouver, BC, Canada. We provide independent financial consulting & digital transformation services to Crown corporations, international consulting agencies, SMEs and lower middle-market companies. **Job description** Job Overview Anatona LLP is hiring an independent...
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director, financial planning and reporting
2 weeks ago
Vancouver, Canada IFS Canada Full timeOverview Languages English Education - Secondary (high) school graduation certificate - or equivalent experience Experience 5 years or more On site Work must be completed at the physical location. There is no option to work remotely. Work setting - Auditing firm or department - Urban area - Willing to relocate - Relocation costs...
