Director, Tax and Insurance Planning

1 month ago

Waterloo, Canada Sun Life Full time

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. 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. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. 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. Responsibilities include: Supporting advanced sales concepts; 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; and provide tax governance to illustration and product sales strategies.

**What will you do?**
- Consults with advisors and distribution partners on complex tax and insurance planning cases
- 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
- Analyzes sales concepts, tools and products along with those of the competition to determine strengths and weaknesses as well as potential advantages, while identifying needs for future enhancement and/or development
- Participates in industry meetings
- 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.

**What do you need to succeed?**
- Law degree or accounting designation
- 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
- Strong presentation skills
- Strong communication skills (verbal and written)
- Ability to interact and communicate effectively with senior leaders, industry peers, and Finance officials
- Ability to influence business partners and industry peers to ensure that Sun Life’s positions are supported
- Attention to accuracy and detail
- Flexible to changing priorities and timelines
- Energetic and results-oriented

**Assets**:

- Previous experience in life and health insurance sales and/or marketing
- CFP, CLU, CHS, TEP
- 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

**Notes/Unique Requirements**:

- Some travel may be required

**What's in it for you?**
- Working together, sharing common values, and encouraging growth & achievement
- Flexible Benefits from the day you join to meet the needs of you and your family.
- We are proud to be on the 2024 Best Workplaces in Canada list by Great Place to Work.
- 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.

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.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

**Salary Range**:
105,000/105 000 - 180,000/180 000

**Job Category**:
Business Analysis - Process

**Posting End Date**:
27/10/2024

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