Director of Advanced Planning

3 weeks ago


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

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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