- 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 skilled relationships
- Demonstrated ability to work autonomously and independently
- Strong 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