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Director of Advanced Planning

2 months ago

Waterloo, Canada Sun Life Full time

Job Description:

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. This role partners with Advisors and other experts in providing advanced planning strategies to clients, supporting Advisors with solutions that drive sales and utilization of the full range of Sun Life solutions. The role will also provide education to Advisors and the sales team as a subject matter expert.

What will you do?

  1. Promote and deliver effective advanced tax, legal, estate, and financial planning expertise and advice to the sales and advisor teams.
  2. Participate in joint field work with advisors and their own allied professionals (accountants and lawyers) to identify potential tax planning opportunities related to estate planning, wealth planning, and business succession and continuation planning.
  3. Actively participate in and resolve cases identified and advanced from Advisors, applying expertise in devising sound client solutions, working directly with Advisors as needed, including case research and direct client interaction.
  4. Build Advisor capability through seminars/workshops on advanced financial planning topics.
  5. Deliver and promote sales tools that support Sun Life Financial’s products, proprietary financial planning concepts, and specialty needs analyses, including legal and compliance issues.
  6. Deliver client seminars and associated materials.
  7. Keep current through research and participation in industry profile building activities.
  8. Participate as an active member of the Financial Planning Centre of Expertise, sharing knowledge and insight with others, and contributing to the ongoing development of effective processes and tools.
  9. Drive large/complex insurance case business in collaboration with Insurance Sales Directors and Business Growth teams.
  10. Provide technical content and education in Sun Life, shared with other Business Growth departments, Insurance Distribution, and the Insurance Tax Solutions team.

What do you need to succeed?

  • Strong knowledge of personal and corporate financial planning, including taxation, compensation arrangements, charitable wills and trusts, and the dynamics of business and succession planning.
  • Excellent understanding of industry trends and their implications on achieving business objectives.
  • Strong analytical skills.
  • Strong communication skills, including facilitation, training, influencing, and presentation.
  • Strong verbal and written communication skills.
  • CPA, LL.B, M. Tax or FCIA designation.
  • CFP, CLU, FEA or TEP is an asset.
  • University degree or equivalent business experience.
  • 5 years of financial services experience.

What's in it for you?

  • Flexible benefits from the day you join to meet the needs of you and your family.
  • Pension, stock, and savings programs to help build and enhance your future financial security.
  • Wellness programs that support the three pillars of your health – mental, physical, and financial.
  • Fitness and wellness programs that help you balance work and life and enjoy a healthier lifestyle.
  • Work-life balance by scheduling your day around your priorities and having more time to spend on the important things.
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