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