Elevate your career with Sun Life as a Financial Planning Consultant, specializing in training advisors through engaging virtual and in-person sessions. Help enhance financial planning skills for effective client solutions. In this role, you will lead practical training sessions, ensuring Sun Life advisors are equipped with the necessary knowledge and skills for effective financial planning.

With a focus on adapting content to reflect industry best practices, you will organize regional seminars and collaborate with marketing teams. Your expertise will contribute to the development of comprehensive financial strategies in risk management, retirement, and estate planning. Key Responsibilities:

- Lead one-on-one virtual training sessions for advisors




- Organize regional seminars on financial planning skills
- Update materials in line with best practices
- Collaborate with marketing to develop client-facing content
- Develop financial strategies for clients in various areas

Requirements:

- Financial Planner designation from IPF required
- 7 years of financial planning experience
- Proficient in Conquest software
- Bilingual in French and English
- Exceptional communication and presentation skills

Utilize your financial planning expertise to support Sun Life advisors and enhance client engagement through effective training.

📌 Financial Planning Consultant at Sun Life (Montreal)
🏢 Jobtailor
📍 Montreal