The role of the EFPS Para Planning Consultant is to provide Financial Planning support to the EFPS Regional office. The role requires a blend of technical ability along with outstanding communication with other members of the EFPS Regional Team.
The EFPS Para Planning Consultant role will include:
Financial data inputting and analyzing the output data
Determining solutions to the various Financial Planning goals stated will be critical
Communicating Financial Planning recommendations made within Financial Plans to EFPS Regional team members
Providing Estate and financial planning services to qualified customers of Sun Life through direct engagement with qualified assigned advisors
Providing personalized comprehensive Financial Plans and Special Reports to qualified customers via EFPS Regional team members and assigned CSF advisors
Acting as a technical resource for advisors in support of providing advanced personalized comprehensive financial support to their customersThe incumbent in this job has accountability for:
Contributing to CSF sales results by providing EFPS qualified clients with compelling holistic financial planning recommendations.Provide estate and financial planning technical resources for advisors and Financial Centres where necessary and appropriate
Assisting in delivering seminars/presentations on advanced planning topics
Maintaining a current and thorough knowledge of estate and financial planning through research, attending industry related functions, etc.Competencies:
Developing a full competence in the use of EFPS and Sun Life financial planning support tools
Superior verbal and written communication skills
Understanding of Financial Planning principles and standards
Strong analytical ability required to assess a client's financial situation
Facilitation and presentation skills
A consistent record of quality service
Maintenance of a professional image
Ability to foster and promote effective working relationships amongst EFPS Regional team members and assigned CSF advisors.
Full competence in the use of EFPS and Sun Life financial planning support tools.
Demonstrated self-management skills
Sound working knowledge of PC application (i.e. Word, Excel and Powerpoint)
Managing personal workflow and scheduling with EFPS Regional team members and assigned CSF advisors
Identification and referral of Financial Plans that require direct contact from an EFPS Specialist, EFPS Director, and /or EFPS Regional Director
Working effectively with business partners to provide additional sales support help to advisor with how to approach the product solutions needed to implement a planEducation/Experience:
2 -3+ years in a Financial Planning or related role and one or more of the following accreditations:
CFP/Pl.Fin. (in Québec)
The Individual Insurance and Wealth business unit represents close to 30 per cent of all Sun Life Financial global revenue and more than 50 per cent of Canadian earnings. We're a top provider of life, health and wealth products in the Canadian marketplace.
*LI-JS1We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.