Senior Financial Analyst owning budgeting, forecasting, reporting, and SaaS performance analysis for VelocityEHS. Supporting executive, Board, investor, and strategic decision - making.
About the role
- Consultant en planification financière chez Sun Life, assureur aidant ses clients à atteindre leur sécurité financière. Formant les conseillers et développant des stratégies de retraite, fiscalité, risques et succession.
Responsibilities
- Lead practical, one-on-one virtual sessions focused on applying financial planning concepts in real-world situations
- Organize regional training sessions and seminars for Sun Life advisors
- Update content to reflect industry changes and best practices
- Identify and help implement initiatives, programs, and processes designed to enhance advisors’ financial planning capabilities
- Collaborate with Marketing teams to develop client-facing materials
- Contribute to the development of financial strategies covering risk management, retirement planning, tax planning, and estate planning
- Partner with Sun Life advisors and field leaders through virtual and in-person sessions
- Support the growth of Sun Life advisors’ financial planning knowledge and skills
Requirements
- The Financial Planner designation from the Institute of Financial Planning (IFP) is required
- Minimum of 7 years of experience in financial planning or a related field
- In-depth understanding of financial planning principles and practices
- Proficiency with planning tools, including Conquest software
- Exceptional verbal and written communication skills
- Proven facilitation and presentation skills
- Ability to establish and maintain professional relationships
- Demonstrated ability to work autonomously and independently
- Strong analytical and problem-solving skills
- Ability to explain complex financial concepts in simple terms
- Time management and organizational skills to manage multiple clients
- Familiarity with digital tools for virtual meetings and remote collaboration, including MS Teams
- Ability to work effectively as part of a team with other financial professionals
- Bilingual proficiency in French and English, both spoken and written, is required
Benefits
- Fitness and wellness programs
- Flexible benefits from day one
- Opportunity to work from the office and virtually, as needed
- Inclusive and respectful work environment
- Incentive programs for eligible employees, based on individual and company performance
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