- Support the development of the knowledge and skills Sun Life advisors need to provide effective financial planning to clients

- Lead practical, one-on-one virtual sessions focused on applying financial planning concepts in real-world situations

- Organize regional training sessions and seminars for Sun Life advisors

- Update content to reflect industry changes and best practices

- Identify and participate in implementing initiatives, programs, and processes designed to enhance advisors’ financial planning capabilities

- Collaborate with marketing teams to develop client-facing materials

- Contribute to the development of financial strategies for risk management, retirement planning, tax planning, and estate planning

- Partner with Sun Life advisors and field leaders through virtual and in-person sessions

Requirements

- The Financial Planner designation from the Institut de planification financière (IPF) is required

- Minimum of 7 years of experience in financial planning or a related field

- In-depth understanding of financial planning principles and practices

- Proficiency with financial planning tools, including Conquest software

- Exceptional verbal and written communication skills

- Proven facilitation and presentation skills

- Ability to establish and maintain professional relationships

- Demonstrated ability to work autonomously and independently

- Robust analytical and problem-solving skills

- Ability to explain complex financial concepts in simple terms





- Time management and organizational skills to manage multiple clients

- Familiarity with digital tools for virtual meetings and remote collaboration, such as Microsoft Teams

- Ability to work effectively as part of a team with other financial professionals

- Bilingualism in French and English, both spoken and written, is required

Core Competencies

Demonstrates expertise in financial planning principles and practices, with a strong ability to facilitate training and develop effective financial strategies. Proficient in using financial planning tools and capable of communicating complex concepts clearly to diverse audiences.

Highest-signal resume keywords

- Financial Planner Designation

- 7 Years of Financial Planning Experience

- Proficiency with Conquest Software

- Bilingual in French and English

- Exceptional Communication Skills

ATS Optimization Keywords

Hard Skills

- Financial Planning Principles

- Risk Management Strategies

- Retirement Planning

- Tax Planning

- Estate Planning

- Analytical Skills

- Problem-Solving Skills

- Time Management

- Organizational Skills

Soft Skills

- Facilitation Skills

- Presentation Skills

- Relationship Building

- Autonomy

- Team Collaboration

Certifications & Qualifications

- Financial Planner Designation from IPF

Industry Keywords

- Financial Planning

- Client-Facing Materials

- Training Sessions

- Best Practices

- Virtual Sessions

Tools & Technologies

- Conquest Software

- Microsoft Teams

- Digital Collaboration Tools

📌 Financial Consultant (Montreal)
🏢 Jobtailor
📍 Montreal