Financial Planning Consultant

Financial Planning Consultant page is loaded## Financial Planning Consultant locations:
Vancouver, British Columbia time type:
Full time posted on:
Posted 2 Days Agojob requisition :
JRYou 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.
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* Job Description:

**** Please note this is a contract/secondment opportunity ending September 24, 2027   
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* 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.
* 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
* 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
* 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 #Hybrid Work
** 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

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