Senior Financial Planning Consultant

4 weeks ago


Ottawa, Canada Sun Life Financial Full time

A leading financial services company seeks a dedicated professional to enhance financial planning capabilities for advisors. Responsibilities include conducting training sessions, creating client-facing materials, and developing comprehensive financial plans. A Certified Financial Planner (CFP) certification and a minimum of 7 years of experience are required. The role offers flexibility with hybrid working options and strives to create an inclusive environment. Salary range is between 80,000 and 128,000 CAD.#J-18808-Ljbffr



  • Ottawa, Canada Sun Life Financial Full time

    A leading financial services company seeks a dedicated professional to enhance financial planning capabilities for advisors. Responsibilities include conducting training sessions, creating client-facing materials, and developing comprehensive financial plans. A Certified Financial Planner (CFP) certification and a minimum of 7 years of experience are...


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