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Financial Planning Coach & FP Training Specialist

Job in Vancouver, BC, Canada
Listing for: Sun Life Financial
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Financial Consultant, Corporate Finance, Financial Services, Financial Manager
Salary/Wage Range or Industry Benchmark: 100000 - 125000 CAD Yearly CAD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm is seeking a Financial Planning Specialist to enhance advisors' financial planning capabilities. This role involves training and supporting advisors and managers while ensuring compliance with requirements. The ideal candidate holds a CFP designation and has at least 7 years of experience in financial planning. This position offers a hybrid work environment with flexible benefits and a collaborative company culture.
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