Consultant ou consultante en planification financière / Consultant -Financial Planning Services
Core
Support the growth of financial planning capabilities for Sun Life Financial advisors through training, workshops, and resource development.
Role type
Senior Financial Planning Services Consultant (Training & Development)
Builds
Training sessions, regional seminars, client-facing materials, and financial planning strategies for advisors.
Domain
Financial Services / Insurance / Wealth Management
Deliverable
product features
Required skills
Holistic financial planning expertise, training facilitation, strategic planning, complex concept simplification, bilingual communication (French/English), MS Teams proficiency, independent work, time management.
Preferred skills
Experience with Conquest software, marketing collaboration, risk management, retirement planning, tax planning, estate planning.
Technologies
Conquest, MS Teams
Responsibilities
Lead virtual practical sessions on financial planning concepts; Organize regional training and seminars for advisors; Identify and implement initiatives to improve advisor planning capabilities; Collaborate with marketing to develop client materials; Contribute to financial strategies for risk, retirement, tax, and estate planning.
Seniority
Senior, hands-on IC
