Join Sun Life Advisors as a Financial Planning Specialist to craft tailored financial strategies that address holistic client needs, emphasizing retirement, risk, and tax planning.
This impactful role requires your Certified Financial Planner (CFP) certification and a minimum of five years in financial planning. You'll design and implement financial plans while organizing training for advisors and collaborating with Advanced Case Managers. Your ability to cultivate strong skilled relationships and deliver insightful presentations will drive success in this position, making a difference for clients and advisors alike.
Key Responsibilities:
• Design comprehensive financial plans for client needs
• Train Sun Life Advisors on financial planning topics




• Partner with ACMs and ISDs for insurance solutions
• Remain current in financial planning practices
• Foster relationships with field leaders and senior professionals
Requirements:
• CFP certification and 5 years' experience required
• Familiarity with Conquest software
• Strong oral and written communication abilities
• Excellent problem-solving and analytical skills
• Proficient with digital tools for client meetings
Utilize your financial planning expertise and communication skills to empower clients and advisors at Sun Life Advisors.
#J-18808-Ljbffr

📌 Financial Planning Specialist – Sun Life Advisors (Vancouver)
🏢 Jobtailor
📍 Vancouver