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Field Asset Specialist - Québec, QC, Canada - Sun Life Financial
Description
Estate and Financial Planning Specialist page is loaded Estate and Financial Planning SpecialistApply locations Quebec Telecommuters time type Full time posted on Posted 6 Days Ago job requisition id JR You are as unique as your background, experience and point of view.
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. Discover how you can make a difference in the lives of individuals, families and communities around the world.The role of the Estate and Financial Planning Specialist (EFPS) is to provide estate and financial planning services to qualified clients and an ability to engage experienced advisors in more complex opportunities.
This role requires a blend of technical ability along with outstanding communication skills to review financial plans with advisors and clients.
The Estate and Financial Planning Specialist provides personalized comprehensive financial planning to clients via CSF advisors.Planning employees are not commissioned sales people nor are they licensed to sell product. Contribute to CSF sales results by providing EFPS qualified clients with comprehensive financial planning advice.
Support needs of the Financial Planning Support team by providing advanced level training to select CSF advisors in support of their development with respect to Financial Planning
Serve as a financial planning services resource for advisors and Financial Centres
Deliver seminars/presentations on advanced planning topics.
Maintain a current and thorough knowledge of estate and financial planning through research, attending industry related functions, etc.
Excellent knowledge of estate and financial planning
Full competence in the use of Sun Life Financial Distributors financial planning support tools (SVFA).
As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only for the frequent interactions with English and French-speaking colleagues or internal partners across Canada or worldwide.
Education, Licensing &Accreditation Requirements:
~5+ years in a Financial Planning or related role
~ CFP/Pl.
IQPF Diploma (an asset)
Flexible Benefits from the day you join to meet the needs of you and your family.
We're proud to be recognized as a company with a 2023 Most Trusted Executive team by Great Place to Work Canada
Join one of our many Inclusion Networks. These voluntary, employee-led groups are dedicated to creating connection, fostering inclusivity, and building community.
Charitable giving through our You Give, We Give program lets you give back to your community – and in many cases, we'll match your contributions.
#In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our clients, the communities where we operate and all of us as colleagues. Persons with disabilities who need accommodation in the application process or those needing job postings in an alternative format may e-mail a request to .At Sun Life we strive to create a flexible work environment where our employees are empowered to do their best work. Several flexible work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed.
Our purpose is to help Clients achieve lifetime financial security and live healthier lives.
As part of Sun Life's growing team, you have an impact on people in your community and around the world.
Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we're driving transformation, sustainability and innovation for our Clients, employees, partners, and communities.
