Financial Planning Consultant
Sun Life(1 month ago)
About this role
Member of the Estate & Financial Planning Services support team responsible for growing financial planning capability across SLFD for advisors, managers and coaches. The role supports the Financial Planning Centre of Excellence to ensure training aligns with regulatory and company requirements and helps develop content and programs to improve advisor financial planning effectiveness.
Required Skills
- Financial Planning
- Training Delivery
- Facilitation
- Presentation
- Relationship Management
- Analytical Ability
- Communication
- Coaching
- Content Development
- Sales Support
Qualifications
- CFP Designation
About Sun Life
sunlife.comSun Life is a financial services company providing financial planning, life insurance, health insurance, investments and more.
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