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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial planning, including risk management, retirement, tax, and estate planning strategies. Proven ability to cultivate relationships and deliver training while utilizing financial planning tools effectively.
Highest-signal resume keywords
Certified Financial Planner (CFP)Financial Planning PrinciplesConquest SoftwarePresentation SkillsRelationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial PlanningRisk ManagementRetirement PlanningTax PlanningEstate PlanningAnalytical SkillsProblem-Solving SkillsTime ManagementOrganizational Skills
Soft Skills
Oral CommunicationWritten CommunicationFacilitation SkillsSelf-DirectionTeam Collaboration
Tools & Technologies
MS TeamsZoom
Certifications & Qualifications
Certified Financial Planner (CFP)TEPCLUCPA
Industry Keywords
Wealth ManagementFinancial Planning StrategiesClient GoalsBusiness Growth StrategyVirtual Client Meetings
About the role
Key responsibilities & impact- Prepare and deliver holistic financial plans to mass affluent and high-net-worth individuals
- Grow financial planning capabilities across Sun Life Financial Distributors
- Develop and design financial plans addressing client goals and needs through risk management, retirement, tax and estate planning strategies
- Organize regional training for Sun Life Advisors on financial planning topics
- Collaborate with Advanced Case Managers and Insurance Sales Distributors to provide insurance solutions
- Stay current in financial planning, wealth management, tax and estate planning
- Cultivate and manage relationships with field leaders, Sun Life Advisors and senior leaders
- Drive business growth strategy for Sun Life Advisors as a trusted partner for holistic planning
- Deliver financial plans and regional training through virtual and on-site sessions
Requirements
What you’ll need- Certified Financial Planner (CFP) certification is mandatory
- Professional designations such as TEP, CLU or CPA is an asset
- Minimum of 5 years' experience in financial planning or a similar field
- Comprehensive understanding of financial planning principles and practices
- Proficient in utilizing Sun Life Financial Distributors' planning tools, specifically Conquest software
- Exceptional oral and written communication abilities
- Proven talent in facilitation and delivering presentations
- Adept at building and maintaining professional relationships
- Demonstrated capacity for self-direction and independent work
- Keen analytical and problem-solving skills
- Ability to explain complex financial concepts in simple terms
- Time management and organizational skills to handle multiple clients
- Familiarity with digital tools for virtual client meetings and remote collaboration (e.g. MS Teams, Zoom)
- Ability to work effectively in a team environment with other financial professionals
Benefits
Comp & perks- Opportunity to work with Financial Planning Professionals in the Financial Services and Insurance industry
- Inclusive and respectful work environment
- Fitness and wellness programs
- Flexible Benefits from the day you join
- Hybrid work flexibility from the office and virtually
- Incentive plans for eligible employees, discretionary and subject to individual and company performance
- Sales incentive plans for certain sales-focused roles