Job Description
This role is within the Business Growth, Retail Advice & Solutions (RA&S) team. As part of the Estate and Financial Plannings Services (EFPS) support team, the role focuses on expanding financial planning capabilities across Sun Life Financial Distributions (SLFD). The individual will support Sun Life Advisors in developing financial planning skills to provide effective financial planning to clients.
Key responsibilities include conducting virtual hands-on sessions, organizing regional training, implementing initiatives to improve advisor financial planning capabilities, collaborating with marketing to develop client-facing materials, providing financial assessments, and assisting in developing financial strategies.
The role requires a Certified Financial Planner (CFP) certification, minimum 7 years of experience, and a comprehensive understanding of financial planning principles, with proficiency in planning tools like Conquest software.
About Sun Life
Sun Life is a global company with a passion for people and a purpose to help Clients achieve lifetime financial security and live healthier lives.