Director, Corporate Planning and Performance
2 weeks ago
Locations: Waterloo, Ontario
Time Type: Full time
Posted on: Posted Yesterday
Job Requisition ID: JR00097653
You are as unique as your background, experience and point of view. 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.
Job Description:
Retail Advice and Solutions is a division of Sun Life Canada. At Sun Life Canada we’re a top provider of life, health and wealth products in the Canadian marketplace.
This role will be directly engaged in our most complex insurance and wealth opportunities working with members of our team, as well as Advisors and Clients. The problems are likely to be tax or legal planning problems the Client has, where they are either looking for someone to review the planning they have already done, or where they are looking for other potential approaches. p>
This role would influence the review of these cases by the underwriting team, as they consider the overall need of the Client.
- Promote and deliver effective advanced tax, legal, estate and financial planning expertise and advice to the sales and advisor teams.
- Participate in joint field work with advisors working with clients and their own allied professionals (accountants and lawyers) to identify potential tax planning opportunities related to their estate planning, wealth planning and business succession and continuation planning.
- Build Advisor capability through seminars/workshops on advanced financial planning topics.
- 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.
- Keep current through research and participation in industry profile building activities.
- 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.
- Provide technical content and education in Sun Life – shared with the other Business Growth departments, Insurance Distribution, and the Insurance Tax Solutions team.
- Strong knowledge of personal and corporate financial planning, including taxation, compensation arrangements, charitable wills and trusts, and the dynamics of business and succession planning.
- Strong communication skills, including facilitation, training, influencing, presentation.
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.
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