Join Sun Life as a Financial Consultant to empower advisors with essential financial planning skills through innovative training. Lead virtual sessions and regional seminars to enhance their effectiveness. As a Financial Consultant at Sun Life, you will focus on training advisors in practical financial planning applications. You will identify changing industry trends and ensure that training materials are up-to-date and relevant.

Your role includes organizing seminars while partnering with advisors to develop effective risk management and retirement planning strategies. Your ability to facilitate learning will have a direct impact on client outcomes and advisor success. Key Responsibilities:

- Conduct one-on-one virtual sessions for advisor training




- Organize and lead regional training seminars
- Update training content based on industry changes
- Collaborate with marketing to create engaging materials
- Contribute to financial strategies for clients' needs Requirements:
- Financial Planner designation from IPF required
- Minimum 7 years in financial planning
- Robust proficiency in Conquest software
- Bilingual in English and French
- Excellent facilitation and communication skills Leverage your expertise in financial planning to enhance Sun Life’s advisory team and improve client service.

📌 Financial Consultant – Training Specialist (Montreal)
🏢 Jobtailor
📍 Montreal