Consultant ou consultante en planification financière / Consultant -Financial Planning Services

Sun Life is seeking a Financial Planning Consultant to support the growth of financial planning capabilities within their distribution network. You will partner with advisors and leaders to deliver financial planning consultations and training, focusing on enhancing advisor expertise and client outcomes.

• Lead virtual one-on-one sessions on financial planning concepts
• Organize regional training and seminars for financial advisors
• Identify and implement initiatives to improve advisor financial planning capabilities
• Collaborate with marketing to develop client-facing materials
• Contribute to financial strategies for risk management, retirement, tax, and estate planning
• Must hold the Financial Planner designation from the Financial Planning Institute (FPI)