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Job Description & How to Apply Below
Lead advanced tax and estate planning advice at Sun Life, supporting financial advisors and high net worth Clients through a hybrid work model. Apply personal and corporate taxation expertise while influencing wealth and insurance solutions.
As Director, Advanced Planning, you will advise high net worth end-clients through financial advisors and educate internal audiences. Your work covers tax-efficient products, estate planning, business succession, and business continuation planning. Partner with Regional Sales Directors to support case consultation, advisor relationships, and sales objectives.
Key Responsibilities:- Provide advanced tax and estate planning advice
- Deliver tax presentations, seminars, and training workshops
- Consult with Clients, accountants, and lawyers
- Support case research and special illustrations
- Research current tax and estate planning issues
- Strong personal and corporate tax planning knowledge
- High Net Worth market experience
- Excellent presentation, facilitation, and training skills
- CA, CPA, LL.B, or FCIA designation
- Minimum five years' financial services experience
Bring tax planning, estate strategy, and advisor education expertise to Sun Life's high net worth planning practice.
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