Consultant en planification financière – Rôle hybride

Sun Life Financial, Inc.

Quebec

Hybrid

CAD 85,000 - 128,000

Full time

3 days ago

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Benefits offered by this job

Hybrid work environment

Flexible benefits

Wellness programs

Job summary

Sun Life Financial, Inc. is seeking a seasoned financial planning professional to support and elevate the financial planning capabilities of our advisor network.

You will deliver holistic planning insights, partner with field leaders, and provide trainings across virtual and in-person channels to drive better client outcomes. The role emphasizes collaboration with Sun Life advisors, leadership, and marketing to develop client-ready materials and strategic planning solutions across risk,

Qualifications

Formal financial planning expertise and holistic planning approach.
Strong presentation and public speaking abilities.
Excellent verbal and written communication.
Proven ability to manage multiple client engagements.

Responsibilities

Lead virtual and in-person financial planning sessions with clients.
Organize regional trainings and seminars for Sun Life advisors.
Identify and participate in initiatives to improve advisor planning capabilities.
Collaborate with marketing to develop client-facing materials explaining financial concepts.
Contribute to development of strategies for risk management, retirement, tax, and estate planning.

Skills

Financial planning

Presentation

Communication

Time management

Collaboration

Education

IPF credential (Financial Planner)

Tools

Conquest

Job description

Sun Life Financial, Inc. is seeking a seasoned financial planning professional to support and elevate the financial planning capabilities of our advisor network.

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