Advanced Planning Director

4 weeks ago

Toronto, Ontario, Canada Financière Sun Life Full time
Job Description:

As a seasoned professional in the financial services industry, you will be responsible for providing advanced tax and estate planning solutions to high net worth clients through financial advisors. You will also be expected to educate financial advisors and internal audiences on new and existing tax efficient products and services as a subject matter expert.

Key Responsibilities:

- 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 Sun Life's distribution channels by establishing and enhancing relationships
- Create and deploy consumer and allied advisor reference materials
- Deliver training workshops and associated materials for financial advisors
- Deliver client seminars and associated materials
- Participate in case development, including case research and special illustration
- Keep current on tax and estate planning issues through research

Requirements:

- Strong knowledge of personal and corporate tax planning, including tax planning areas such as retirement compensation arrangements, charitable gifting, wills and trusts, and business ownership and succession planning
- Experience working in the high net worth market
- Excellent understanding of industry trends and their implications on achieving business sales results and 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' experience in the financial services industry

What's in it for you?

- Competitive salary and bonus structure influenced by market range data
- Flexible benefits 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 your mental, physical, and financial health
- Fitness and wellness programs to help you balance work and life and enjoy a healthier lifestyle

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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