Director of Advanced Planning
3 weeks ago
At Sun Life Financial, we are seeking a highly skilled and experienced Director, Advanced Planning to join our team. As a key member of our leadership team, you will be responsible for providing advanced tax and estate planning solutions to high net worth clients through financial advisors.
Key Responsibilities:
- Develop and implement tax and estate planning strategies to meet the complex needs of high net worth clients
- Collaborate with financial advisors to provide education and support on tax efficient products and services
- Stay up-to-date on tax and estate planning issues and trends, and apply this knowledge to drive business growth
- Partner with the Regional Sales Director to drive wealth and insurance product sales
- Deliver training workshops and materials for financial advisors
- Participate in industry profile building activities
Requirements:
- Strong knowledge of personal and corporate tax planning, including retirement compensation arrangements, charitable gifting, wills and trusts, and business ownership and succession planning
- Experience working in the high net worth market
- Completion of the CICA In-depth Tax Program and the In-Depth Tax Issues for the Owner Manager Business course (considered an asset)
- Excellent presentation, facilitation, and training skills
What We Offer:
- 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
- Fitness and wellness programs to help you balance work and life
About Sun Life Financial:
Sun Life Financial is a leading international financial services organization providing a range of protection and wealth products to individuals and groups. We are committed to creating a diverse and inclusive work environment where our employees are empowered to do their best work.
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