Director, Advanced Planning; Tax and Estate Planning

Job Description

This is a 6 month Contract opportunity. The Director, Advanced Planning (DAP) will provide advanced tax and estate planning solution advice to high net worth end‑clients through financial advisors and serve as a subject matter expert on new and existing tax‑efficient products and services.

• Promote and deliver effective tax and estate planning (TEPG) 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 professional allies (accountants and lawyers) to identify tax‑planning opportunities related to their estate, wealth, business succession, and business continuation planning.
• Develop a thorough understanding of the various Sun Life distribution channels by establishing and enhancing relationships.
• Consult in the creation and deployment of consumer/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.
• Participate in industry profile‑building activities.
• Keep current, through research, on tax and estate planning issues.

• Bilingual in Mandarin/English.
• Strong knowledge of personal and corporate tax planning, including retirement compensation arrangements, charitable gifting, wills and trusts, and the dynamics of 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/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’ professional experience within the financial services industry.

• Competitive salary and bonus structure influenced by market range data.
• 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 to 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 focus on what matters.
• Incentive plan and total compensation that could well exceed the posted salary range.
• Base Pay range varies by location; eligible employees participate in incentive plans that are discretionary and subject to performance.
• Diversity and inclusion have always been at the core of our values. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate, and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.