Join Sun Life as a Financial Consultant to empower advisors with essential financial planning skills through creative 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