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Director, Corporate Financial Planning

1 month ago

Waterloo, Canada Sun Life Full time
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 Director, Tax and Insurance Planning is accountable for providing complex tax and insurance planning support in the areas of insurance, retirement, estate and business succession planning. The Director works closely with Estate Financial Planning Service (EFPS) representatives, Directors of Advance Planning (DAPs), Regional wholesalers and advisors. li>Developing technical reference material;Writing articles and developing materials for presentations at seminars, workshops and industry events;Providing tax support to the individual product development process for insurance;Providing tax governance to illustration and product sales strategies.Consults with advisors and distribution partners on complex tax and insurance planning cases Support affluent market sales and support the creation of marketing materials required for advisors to learn and apply these concepts Writes tax and planning articles for industry publications and Sun Life websites directed to advisors and distribution partners Support the implementation of advisor tools that support the sales of individual life, health and wealth products to affluent clients that meet tax, legal and compliance standards Influences the design of new products for individual insurance (life and health) and wealth with respect to their tax effectiveness Monitor, interpret and communicate the impact of Federal and Provincial tax law on products, administration, advisors and marketing materials.Develops and delivers sales and technical training presentations to advisors and distribution partners Provide consulting support to tax administration on specific cases and system modifications to meet compliance requirements.Tax and estate planning experience In-depth knowledge of insurance taxation including the impact on products (life, health, annuities, segregated funds, mutual funds), policyholders and Sun Life corporate Ability to interact and communicate effectively with senior leaders, industry peers, and Finance officials Flexible to changing priorities and timelines

Assets:

Previous experience in life and health insurance sales and/or marketing Advanced user of Microsoft Office, especially Excel and PowerPoint Experience with insurance products across all product categories (life, health and wealth) and related sales strategies Flexible Benefits from the day you join to meet the needs of you and your family.We’re also listed as one of the Best Workplaces for Women and Best Workplaces with Most Trusted Executive Teams.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.The Base Pay range is for the primary location for which the job is posted. 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. p>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. p>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 thebrightside@sunlife.p>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. Job Category: Business Analysis - Process