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:

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.
This role is part of the Business Growth, Retail Advice & Solutions (RA&S). As a member of the Estate and Financial Plannings Services (EFPS) support team, this role is responsible for growing financial planning capabilities across Sun Life Financial Distributions (SLFD). Reporting to the Regional Director, of EFPS, this individual is responsible for supporting the continued growth in the knowledge and skills required by Sun Life Advisors to provide effective financial planning to clients.
What you bring to the role is your passion in providing holistic financial planning expertise to improve Sun Life Advisors’ financial planning experience and deliver better outcomes, all while executing with service excellence.
This individual will have the opportunity to work in partnership with Sun Life Advisors and Field Leaders to assist with the facilitation and delivery of financial planning consultation and training through various channels (e.g. virtual and on-site sessions, etc.).

• Conduct virtual hands-on one-on-one sessions focusing on practical application of financial planning concepts.
• Organize regional training and seminars for Sun Life Advisors with a focus on regular updates of content, industry changes and best practices.
• Identify and participate in the implementation of initiatives, programs and processes to improve the financial planning capability of advisors.
• Collaborate with marketing teams to develop client-facing materials that support advisors in explaining complex financial concepts.
• Provide financial assessment and development of comprehensive financial plans through the creation of customized strategies to achieve Clients’ goals.
• Assist in the development of financial strategies to address, risk management, retirement planning, tax planning and estate planning needs.