Director - Full Time / À Temps Plein

4 days ago

Waterloo, Ontario, Canada Sun Life Financial Full time
Director, Tax and Insurance Planning

At Sun Life Financial, we are seeking a highly skilled and experienced Director, Tax and Insurance Planning to join our team. As a key member of our organization, you will be responsible for providing complex tax and insurance planning support in the areas of insurance, retirement, estate, and business succession planning.

The ideal candidate will have a strong background in tax and insurance planning, with experience in consulting with advisors and distribution partners on complex tax and insurance planning cases. You will also have the ability to interact and communicate effectively with senior leaders, industry peers, and finance officials.

Key Responsibilities:

  • Consult with advisors and distribution partners on complex tax and insurance planning cases.
  • Support affluent market sales and the creation of marketing materials required for advisors to learn and apply these concepts.
  • Write 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.
  • Influence 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.
  • Develop and deliver 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.

Requirements:

  • 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.

At Sun Life Financial, we are committed to creating a diverse and inclusive work environment where our employees are empowered to do their best work. We offer a range of benefits, including flexible work options, to support our employees' well-being and success.

Salary Range: $105,000 - $180,000

Job Category: Business Analysis - Process

Posting End Date: 27/10/2024

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