Director - Full Time / À Temps Plein

4 weeks ago

Old Toronto, Ontario, Canada Sun Life Financial Full time
Director, Advanced Planning (Tax and Estate Planning)

Location: Toronto, Ontario (Telecommuters)

Time Type: Full time

Job Description:

The Director, Advanced Planning (DAP) is responsible for providing expert tax and estate planning advice to high net worth clients through financial advisors. The DAP will also provide education to financial advisors and internal audiences on tax efficient products and services.

As a tax and estate planning expert, the DAP will keep the regional sales team current with their knowledge of tax and estate planning solutions. By partnering with the Regional Sales Director, the DAP will drive wealth and insurance product sales by providing Advisors with case consultation and support through the delivery of the best tax efficient insurance solutions for the Client.

  • Promote and deliver effective tax and estate planning advice to our sales team and key distribution partners
  • Deliver and promote sales tools that support Sun Life's products, proprietary financial planning concepts, and specialty needs analyses, including legal and compliance issues
  • Consult with High Net Worth Clients and their allied professionals to identify tax-planning opportunities related to their estate, wealth, business succession and business continuation planning
  • Develop a thorough understanding of the various Sun Life distribution channels by establishing and enhancing relationships
  • Consults in the creation and deployment of consumer/allied advisor reference materials
  • Delivers training workshops and associated materials for financial advisors
  • Delivers client seminars and associated materials
  • Involvement in case development, including case research and special illustration
  • Participates in industry profile building activities
  • Keeps current, through research, on tax and estate planning issues

What do you need to succeed?

  • Strong knowledge of personal and corporate tax planning, including but not limited to tax planning areas such as retirement compensation arrangements, charitable gifting, wills and trusts, and the dynamics of business ownership and succession planning
  • Experience with and comfortable working in the High Net Worth market
  • Excellent understanding of industry trends and their implication on achieving business sales results/objectives
  • Strong knowledge of personal and corporate taxation
  • CA, CPA, LL.B or FCIA designation
  • Completion of the CICA In-depth Tax Program and the In-Depth Tax Issues for the Owner Manager Business course (considered an asset)
  • Strong organization and analytical skills
  • Excellent presentation, facilitation and training skills
  • Strong interpersonal and influencing skills
  • Strong verbal and written communication skills
  • Minimum of 5 years' of professional experience within the financial services industry

What's in it for you?

  • Great Place to Work Certified for Most Trusted Executive Team in Canada – 2024 and 2023
  • Great Place to Work Certified for Best Workplaces in Canada – 2024 and 2022
  • Great Place to Work Certified for Best Workplaces for Women in Canada - 2024
  • Great Place to Work Certified for Best Workplaces in Ontario - 2023
  • Great Place to Work Certified in Canada in Financial Services and Insurance – 2023
  • Great Place to Work list for Best Workplaces for #HybridWork – 2022
  • Competitive salary and bonus structure influenced by market range data
  • 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

Compensation: This role includes an incentive plan and total compensation that could well exceed the salary range 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.

Salary Range: 105,000 - 180,000

Job Category: Sales - SIP

Posting End Date: 15/10/2024

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.

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.

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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