Director, Corporate Planning and Performance

2 weeks ago


Waterloo, Canada Sun Life Financial Full time
h3>Director, Tax and Estate Planning

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.

  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 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.
  3. Build Advisor capability through seminars/workshops on advanced financial planning topics.
  4. 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.
  5. Keep current through research and participation in industry profile building activities.
  6. 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.
  7. Provide technical content and education in Sun Life – shared with the other Business Growth departments, Insurance Distribution, and the Insurance Tax Solutions team.
    1. Strong knowledge of personal and corporate financial planning, including taxation, compensation arrangements, charitable wills and trusts, and the dynamics of business and succession planning.
    2. 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.



  • Waterloo, Canada Sun Life Financial 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.Job Description:About the roleThe Retail Advice &...


  • Waterloo, Canada Itechpost Full time

    p>Chief Financial Officer (CFO) of High-Tech FirmRideCo is a venture backed high-tech firm that has achieved product-market fit and is in the scale-up growth phase. You will be responsible for overseeing the finance, legal, KPI management, investor reporting, and human resources functions of the company. b>Financial Strategy and Strategic Planning:Develop...


  • Waterloo, Canada RideCo Inc. Full time

    div>RideCo is a venture backed high-tech firm that has achieved product-market fit and is in the scale-up growth phase. You will be responsible for overseeing the finance, legal, KPI management, investor reporting, and human resources functions of the company. strong>Financial Strategy and Strategic Planning:Develop and implement financial strategies aligned...


  • Waterloo, Canada RideCo Full time

    Waterloo, Ontario, Canada RideCo is a venture-backed high-tech firm that has achieved product-market fit and is in the scale-up growth phase. You will be responsible for overseeing the finance, legal, KPI management, investor reporting, and human resources functions of the company. strong> Financial Strategy and Strategic Planning: Develop and implement...


  • Waterloo, Canada Open Text Corporation Full time

    h3>Director, Global Mobility OPENTEXTOpenText is a global leader in information management, where innovation, creativity, and collaboration are the key components of our corporate culture. As a member of our team, you will have the opportunity to partner with the most highly regarded companies in the world, tackle complex issues, and contribute to projects...


  • Waterloo, Canada OpenText Full time

    h3>Director, Global MobilityOPENTEXTOpenText is a global leader in information management, where innovation, creativity, and collaboration are the key components of our corporate culture. As a member of our team, you will have the opportunity to partner with the most highly regarded companies in the world, tackle complex issues, and contribute to projects...


  • Waterloo, Canada OpenText Full time

    Director, Technology Architecture OPENTEXTOpenText is a global leader in information management, where innovation, creativity, and collaboration are the key components of our corporate culture. As a member of our team, you will have the opportunity to partner with the most highly regarded companies in the world, tackle complex issues, and contribute to...


  • Waterloo, Canada Sun Life Full time

    ```html 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. Client facing expert in a wide range of legal, tax, estate and financial...


  • Waterloo, Canada Sun Life Full time

    ```html 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. Client facing expert in a wide range of legal, tax, estate and financial...


  • 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...


  • 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...


  • Waterloo, Canada Sun Life Full time

    div>Job Description:Sun Life Retail Advice & Solutions (RA&S) is one of Canada’s leading financial institutions that offers Canadians holistic advice and innovative solutions spanning insurance, health, and wealth through a continuum of digital-first hybrid advice, proprietary career, and independent sales channels. Within RA&S, Insurance Solutions is...


  • Waterloo, Canada Avidbots Full time

    Avidbots is a pioneering leader in the field of robotics, dedicated to developing cutting-edge autonomous cleaning solutions for commercial and industrial environments. Our mission is to revolutionize the way cleaning and maintenance tasks are performed by introducing innovative, efficient, and sustainable robotic technologies. Avidbots is committed to...


  • Waterloo, Canada Avidbots Full time

    Avidbots is a pioneering leader in the field of robotics, dedicated to developing cutting-edge autonomous cleaning solutions for commercial and industrial environments. Our mission is to revolutionize the way cleaning and maintenance tasks are performed by introducing innovative, efficient, and sustainable robotic technologies. Avidbots is committed to...


  • Waterloo, Canada OpenText Full time

    p>OPENTEXTOpenText is a global leader in information management, where innovation, creativity, and collaboration are the key components of our corporate culture. As a member of our team, you will have the opportunity to partner with the most highly regarded companies in the world, tackle complex issues, and contribute to projects that shape the future of...


  • Waterloo, Canada Definity Financial Full time

    Job DescriptionReporting to the Director, Corporate Actuarial Planning, the Intermediate Corporate Actuarial Planning Analyst will be responsible for the timely completion of data collection and analyses associated with corporate financial planning processes of the Economical Insurance and its insur


  • Waterloo, Canada Company 1 - The Manufacturers Life Insurance Company Full time

    Description Are you looking for unlimited opportunities to develop and succeed? Do you enjoy work that challenges and makes a difference in a flexible and supportive environment? Does working in a fast paced, ever-changing environment bring out the best in you? We're a large financial company with a new mission; “Decisions made easier. Lives made...

  • Corporate Legal Clerk

    3 months ago


    Waterloo, Canada Ontario Teachers Insurance Plan (OTIP) Full time

    Company Description **Who We Are** With every job, there’s always the question of “why”. Why join a company? Why be part of their mission? Here, the why is easy. It’s because at some point, we’ve all needed someone there for us. At the OTIP Group of Companies (OGC), we believe that something special happens when employees feel valued for the work...


  • Waterloo, Canada Avidbots Corp. Full time

    About this role:Avidbots is currently looking for a seasoned Director of FP&A, who will build and transform the FP&A function into a data-driven business analysis team supporting operational and strategic decision-making as we grow and scale globally. This is a high-impact and highly strategic role focused on fostering highly collaborative and effective...


  • Waterloo, Canada Avidbots Corp. Full time

    About this role:Avidbots is currently looking for a seasoned Director of FP&A, who will build and transform the FP&A function into a data-driven business analysis team supporting operational and strategic decision-making as we grow and scale globally. This is a high-impact and highly strategic role focused on fostering highly collaborative and effective...