Support Sun Life advisors as a Senior Financial Consultant dedicated to training and enhancing financial planning skills through detailed virtual and in-person sessions. Drive advisor performance and client satisfaction.

At Sun

Life, your role will involve leading financial training initiatives for advisors, focusing on practical applications of financial planning. With at least 7 years of experience, you will organize and facilitate training sessions, ensuring advisors remain knowledgeable about industry changes. This role requires collaboration with marketing teams to produce effective client-facing documents, facilitating improved advisor-client interactions. Key Responsibilities:

- Lead virtual training sessions for practical financial planning




- Organize and run regional training seminars
- Update educational content to align with industry standards
- Develop insightful materials in collaboration with marketing
- Create comprehensive financial strategies for key client areas

Requirements:

- Financial Planner designation from IPF required
- 7 years of experience in financial planning
- Expertise in Conquest software tools
- Bilingual in both French and English
- Proven facilitation and communication skills

Foster financial expertise within Sun Life's advisory team to enhance the client and advisor experience.

📌 Senior Financial Consultant - Advisor Support (Montreal)
🏢 Jobtailor
📍 Montreal