Financial Planning Consultant

Sun Life Financial; Waterloo; Hybrid; CAD 78,000 - 128,000; Full time

Job summary

A leading company in financial services seeks a Financial Planning Advisor to enhance advisory capabilities across its distribution. The role involves training advisors and developing financial plans to improve client outcomes, requiring CFP certification and significant experience in financial planning. This position offers a hybrid work environment and is part of Sun Life's commitment to inclusiveness and employee well-being.

Benefits

Fitness and wellness programs

Flexible Benefits

Inclusive environment and recognition

Qualifications

• Minimum 7 years' experience in financial planning or a similar field.
• Exceptional oral and written communication abilities.
• Ability to explain complex financial concepts simply.

Responsibilities

• Conduct virtual sessions focusing on financial planning concepts.
• Organize training and seminars for advisors.
• Develop financial strategies addressing various planning needs.

Skills

Analytical skills

Problem-solving skills

Communication

Relationship building

Education

Certified Financial Planner (CFP)

Tools

Conquest software

MS Teams

Zoom

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

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 mandatory
• Minimum of 7 years' experience in financial planning or a similar field
• Comprehensive understanding of financial planning principles and practices
• Proficient in utilizing Sun Life Financial Distributors' planning tools, specifically Conquest software.
• Exceptional oral and written communication abilities
• Proven talent in facilitation and delivering presentations
• Adept at building and maintaining professional relationships
• Demonstrated capacity for self-direction and independent work
• Keen analytical and problem-solving skills
• Ability to explain complex financial concepts in simple terms
• Time management and organizational skills to handle multiple clients
• Familiarity 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 professionals

What'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 ouremployees have the chance to live up to their full potential.
• We’re honoured to be recognized as a 2024 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.

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to [e-mail] .

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you! Several 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:

78,000/78 000 - 128,000/128 000

Job Category:

Sales - Distribution Support

Posting End Date:

11/06/2025