Financial Planning Consultant
Job in
Vancouver, BC, Canada
Listing for:
Sun Life
Full Time
position
Listed on 2026-01-02
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
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 teamsDelivers training in a one-to-many environment with one-on-one support as requiredFinancial Planning Centre of Excellence (FP CoE)
Contribute to the role of the FP CoE by providing regular feedback into the needs of advisors and managersSupport the development of appropriate content required to grow advisor and manager FP capabilityWhat do you need to succeed?
7+ years in a financial planning or related roleCFP designation (a must have)Full competence in the use Sun Life Financial Distributors financial planning support tools, specifically ConquestExcellent knowledge of financial planningSuperior verbal and written communication skills.Excellent facilitation and presentation skillsStrong relationship management skillsDemonstrated self-management skillsStrong analytical abilityPreferred
Skills:
Mandarin speaking is a strong assetExperience with SalesforceWhat's in it for you?
Hybrid work environment20 vacation daysA friendly, collaborative, and inclusive cultureFlexible Benefits from the day you join to meet the needs of you and your familyThe opportunity to move along a variety of career paths with amazing networking potentialAccess to our Global Learning Centre, available 24/7 for your learning needsWellness programs that support the three pillars of your health – mental, physical and financialRecent Awards:
We are honoured to be recognized as a 2022, 2023, 2024 and 2025 Best Workplaces in Canada by Great Place to Work® CanadaGreat Place to Work® list for Best Workplaces for #Hybrid Work 2022Great Place to Work® list for Best Workplaces for Professional Development in Canada 2022Named “
Best Places to Work
” by Glassdoor, 2021 and 2023
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