Financial Planning Consultant

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

***Please note this is a contract/secondment opportunity ending September 24, 2027***

About the role:

As a member of the Estate & Financial Planning Services (EFPS) support team, this role is responsible for growing financial planning capability across SLFD, for advisors, managers and coaches. In this capacity the role supports the continued growth in the knowledge and skills required by advisors to provide effective financial planning to clients.

Role actively participates as part of the Financial Planning Centre of Excellence for SLFD, ensuring that financial planning training is consistent with regulatory as well as SLF requirements.

What will you do?

• Contribute to SLFD sales results by ensuring advisors have the knowledge they require to deliver effective financial planning services to clients.
• Identify and participate in the implementation of initiatives, programs and processes to improve the financial planning capability of advisors.
• Provide opportunities for advanced level training to select SLFD advisors in support of their development with respect to financial planning.
• Provide training and opportunities for development of managers and coaches on financial planning principles etc to support day-to-day coaching of advisors.

Specifically facilitates, supports and coordinates learning activities for assigned Region:

• In partnership with managers, coaches and advisors, identify needs and participants,
• Facilitation and delivery of financial planning training to advisors, managers and coaches through various channels (e.g. online, virtual, classroom, skill building sessions, etc)
• Communicate key needs, outcomes and observations to management and financial planning teams
• Delivers training in a one-to-many environment with one-on-one support as required

Financial Planning Centre of Excellence (FP CoE)

• Contribute to the role of the FP CoE by providing regular feedback into the needs of advisors and managers
• Support the development of appropriate content required to grow advisor and manager FP capability

What do you need to succeed?

• 7+ years in a financial planning or related role
• CFP designation (a must have)
• Full competence in the use Sun Life Financial Distributors financial planning support tools, specifically Conquest
• Excellent knowledge of financial planning
• Superior verbal and written communication skills.
• Excellent facilitation and presentation skills
• Strong relationship management skills
• Demonstrated self-management skills
• Strong analytical ability

Preferred Skills:

• Mandarin speaking is a strong asset
• Experience with Salesforce

What's in it for you?

• Hybrid work environment
• 20 vacation days
• A friendly, collaborative, and inclusive culture
• Flexible Benefits from the day you join to meet the needs of you and your family
• The opportunity to move along a variety of career paths with amazing networking potential
• Access to our Global Learning Centre, available 24/7 for your learning needs
• Wellness programs that support the three pillars of your health – mental, physical and financial

Recent Awards:

• We are honoured to be recognized as a 2022, 2023, 2024 and 2025 Best Workplaces in Canada by Great Place to Work® Canada
• Great Place to Work® list for Best Workplaces for #HybridWork 2022
• Great Place to Work® list for Best Workplaces for Professional Development in Canada 2022
• Named “Best Places to Work” by Glassdoor, 2021 and 2023

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.  

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to [email protected].

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.

We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

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