Director of Advanced Planning

7 months ago

Toronto, Canada Sun Life Full time

Job Description

:

The Individual Insurance and Wealth business unit represents close to 30 per cent of all Sun Life Financial global revenue and more than 50 per cent of Canadian earnings. We’re a top provider of life, health and wealth products in the Canadian marketplace.

Client facing expert in a wide range of legal, tax, estate and financial planning tools and processes. Role partners with Advisors and other experts in providing advanced planning strategies to clients. Supports Advisors with solutions that drive sale and utilization of the full range of SL solutions. The role will also provide education to Advisors and sales team as subject matter expert.

What will you do?

Promote and deliver effective advanced tax, legal, estate and financial planning expertise and advice to the sales and advisor teams,

Participation in joint field work with advisors working with clients and their own allied professional (accountants and lawyers) to identify potential tax planning opportunities related to their estate planning, wealth planning and business succession and continuation planning

Actively participates in and resolves cases identified and advanced from Advisors, applying expertise in devising sound client solutions, working directly with Advisors as needed - including case research and direct client interaction. 

Builds Advisor capability through seminars/workshops on advanced financial planning topics,

Delivers and promotes sales tools that support Sun Life Financial’s products, proprietary financial planning concepts, and specialty needs analyses, including legal and compliance issues,

Delivers client seminars and associated materials,

Keeps current through research and participation in industry profile building activities,

Participate as an active member of the Financial Planning Centre of Expertise, sharing knowledge and insight with others, and contributing to the ongoing development of effective processes and tools.

Driving large/complex insurance case business – shared with Insurance Sales Directors and Business Growth teams.

Technical content and education in Sun Life – shared with the other Business Growth departments, Insurance Distribution, and the Insurance Tax Solutions team

What do you need to succeed?

Strong knowledge of personal and corporate financial planning, including taxation, Compensation Arrangements, charitable wills and trusts, and the dynamics of business and succession planning,

Excellent understanding of industry trends and their implication on achieving business objectives,

Strong analytical skills

Strong communication skills, including facilitation, training, influencing, presentation

Strong verbal and written communication skills

CPA, LL.B, M. Tax or FCIA designation

CFP, CLU, FEA or TEP is an asset

University degree or equivalent business experience

5 years financial services experience

What's in it for you?

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

  • Director of Advancement

    3 months ago

    Toronto, Canada University of Toronto Full time

    **Date Posted**:10/03/2024 **Req ID**: 39941 **Faculty/Division**: Faculty of Music **Department**: Faculty of Music **Campus**: St. George (Downtown Toronto) **Description**: A senior fundraising professional with a significant track record of success in increasingly senior advancement leadership positions in large-scale institutional settings, the...

  • Associate Director, Advancement

    3 months ago

    Toronto, Canada University of Toronto Full time

    **Date Posted**:10/01/2024 **Req ID**:39933 **Faculty/Division**: Faculty of Arts and Science **Department**: New College **Campus**: St. George (Downtown Toronto) **Description**: **About us**: The Faculty of Arts & Science is the heart of Canada’s leading university and one of the most comprehensive and diverse academic divisions in the world. The...

  • Executive Director, Advancement and Performance Enhancement

    2 weeks ago

    Old Toronto, Canada University of Toronto Full time

    The University of Toronto is a world-renowned institution that embodies academic excellence in the humanities, sciences, and social sciences. As the heart of Canada's leading university, we strive to foster a community that values diversity and inclusivity.We are seeking an exceptional individual to fill the role of Senior Director, Advancement College...

  • Director Advanced Analytics

    6 months ago

    Toronto, Canada OLG Full time

    Range: 125,600.00 - 188,400.00 CAD **Job Description**: Director, Advanced Analytics GAME ON - OLG needs you We’ve said GAME ON, and we mean it - OLG is rapidly transforming its organization to better serve Ontarians by delivering great gaming experiences through our digital, retail lottery, and land-based gaming channels. Over the course of fiscal...

  • VP Director

    4 months ago

    Old Toronto, Canada Director File Full time

    We have VP Director Job openings for a senior leadership role responsible for overseeing and guiding the strategic direction of a specific department or division within the organization. This role involves setting objectives, managing teams, and ensuring the achievement of key performance indicators to drive the company’s success.Key...

  • VP Director

    4 months ago

    Old Toronto, Canada Director File Full time

    We have VP Director Job openings for a senior leadership role responsible for overseeing and guiding the strategic direction of a specific department or division within the organization. This role involves setting objectives, managing teams, and ensuring the achievement of key performance indicators to drive the company’s success.Key...

  • Senior Director, Advancement College Relations Lead

    2 weeks ago

    Old Toronto, Canada University Of Toronto Full time

    About the RoleThe University of Toronto is seeking a Senior Director, Advancement College Relations to lead and manage the four Constituent College advancement programs and the faculty Leadership and Annual Giving program.This senior fundraising professional will have a significant track record of success in increasingly senior advancement leadership...

  • Advancement Coordinator

    2 months ago

    Toronto, Canada University of Toronto Full time

    **Date Posted**:11/06/2024 **Req ID**: 40579 **Faculty/Division**: Faculty of Nursing **Department**: Lawrence Bloomberg Faculty of Nursing **Campus**: St. George (Downtown Toronto) **Position Number**: 00047053 **Description**: **About us**: The Lawrence Bloomberg Faculty of Nursing at the University of Toronto is Canada’s top faculty of nursing and...

  • Financial Planning Director, Enterprise Banking

    7 days ago

    Toronto, Ontario, Canada Bank of Montreal Full time

    Financial Planning Director, Enterprise BankingEstimated salary: $120,000 - $180,000 per year.About the RoleThis is a senior leadership position responsible for developing and implementing financial planning strategies to drive business growth and profitability. The successful candidate will be an experienced finance professional with a strong background in...

  • Director of Advanced Analytics

    3 weeks ago

    Toronto, Canada McCain Foods Limited Full time

    **Position Title**:Director of Advanced Analytics **Position Type**: Regular - Full-Time **Position Location**:Toronto HQ **Requisition ID**: 32926 **Overview** McCain is embarking on a digital transformation. As part of this transformation, we are making significant investments into our data systems, structures and policies, and building digital...

  • Director of Advanced Analytics

    3 weeks ago

    Toronto, Canada McCain Foods Full time

    **Position Title**: Director of Advanced Analytics **Position Type**: Regular - Full-Time **Position Location**: Toronto HQ **Requisition ID**: 32926 Overview McCain is embarking on a digital transformation. As part of this transformation, we are making significant investments into our data systems, structures and policies, and building digital products for...

  • NA-Managing Director

    1 week ago

    Toronto, Canada LEON CYCLEManaging Director Full time

    Position Title: Managing DirectorReports to: Founder & CEOLocation: TorontoLeon Cycle introduction:Leon Cycle started in Germany in 2014 and has steadily expanded its global presence since then; to Spain, USA, Australia, Italy, France and Canada. Our mission is to design, manufacture and sell e-bikes through various distribution channels (e-commerce, and...

  • NA-Managing Director

    3 weeks ago

    Toronto, Canada LEON CYCLEManaging Director Full time

    Position Title: Managing DirectorReports to: Founder & CEOLocation: TorontoLeon Cycle introduction:Leon Cycle started in Germany in 2014 and has steadily expanded its global presence since then; to Spain, USA, Australia, Italy, France and Canada. Our mission is to design, manufacture and sell e-bikes through various distribution channels (e-commerce, and...

  • NA-Managing Director

    4 weeks ago

    Toronto, Canada LEON CYCLEManaging Director Full time

    Position Title: Managing DirectorReports to: Founder & CEOLocation: TorontoLeon Cycle introduction:Leon Cycle started in Germany in 2014 and has steadily expanded its global presence since then; to Spain, USA, Australia, Italy, France and Canada. Our mission is to design, manufacture and sell e-bikes through various distribution channels (e-commerce, and...

  • NA-Managing Director

    3 weeks ago

    Toronto, Canada LEON CYCLEManaging Director Full time

    Position Title: Managing Director Reports to: Founder & CEO Location: Toronto Leon Cycle introduction: Leon Cycle started in Germany in 2014 and has steadily expanded its global presence since then; to Spain, USA, Australia, Italy, France and Canada. Our mission is to design, manufacture and sell e-bikes through various distribution channels (e-commerce, and...

  • Major Gifts Director

    5 days ago

    Toronto, Ontario, Canada Children's Aid Foundation of Canada Full time

    About the OpportunityChildren's Aid Foundation of Canada seeks an experienced Major Gifts Director to drive social impact and build a better future for children and youth in need. This pivotal role plays a key part in leading our major gifts program, driving growth, and inspiring investment.Key Responsibilities:Lead the strategy, planning, and execution of...

  • Director, Advanced Planning

    4 months ago

    Toronto, Canada Sun Life Full time

    You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...

  • Director of Advanced Analytics

    2 weeks ago

    Toronto, Canada McCain Foods Limited Full time

    Position Title: Director of Advanced Analytics Position Type: Regular - Full-Time Position Location: Toronto HQ Requisition ID: 32926 Overview McCain is embarking on a digital transformation. As part of this transformation, we are making significant investments into our data systems, structures and policies, and building digital products for...

  • Director Gift

    3 months ago

    Toronto, Canada Unity Health Toronto Full time

    St. Michael's Hospital Foundation (SMHF) is the exclusive fundraising organization to generate and manage philanthropic funds for St. Michael’s Hospital and Providence Healthcare, within Unity Health Toronto. Through multiple lines of fundraising income generation and stewardship activity, SMHF, in conjunction with Unity Health, will define and promote the...

  • NA-Managing Director

    3 weeks ago

    Toronto, Ontario, Ontario, Canada LEON CYCLEManaging Director Full time

    Position Title: Managing DirectorReports to: Founder & CEOLocation: TorontoLeon Cycle introduction:Leon Cycle started in Germany in 2014 and has steadily expanded its global presence since then; to Spain, USA, Australia, Italy, France and Canada. Our mission is to design, manufacture and sell e-bikes through various distribution channels (e-commerce, and...