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About the Role
Sun Life Global Investments is seeking a Tax, Retirement & Estate Planning Expert to support financial advisors across Canada. This role provides essential tax, retirement, and estate planning support, acting as a vital resource to enable the growth of our product line-ups through value-added services.
Responsibilities
- Work closely with Retail Wealth Sales team members to build new relationships and strengthen existing ones via value added services that lead to the sale of SLGI products and services
- Act as a subject matter expert and educate financial advisors on tax, retirement and estate planning issues and concepts, changes in legislation, and general solutions
- Develop a thorough understanding of the various distribution channels by establishing and enhancing relationships and communication lines
- Promoting and delivering effective tax, estate & retirement planning advice to our sales team and key distribution partners
- Work with sales to provide education and information to advisors and investors through presentations, consultations, calls, emails and other written communication
- Deliver an effective number of seminars/workshops/presentations on advanced topics and associated materials to distribution partners
- Proactively work with the Retail Wealth Sales Team to ensure meaningful case work which will result in the placement of quantifiable business with Sun Life Global Investments, including case research and special illustrations
- Deliver and promote sales tools that support Sun Life Global Investment’s products, proprietary financial planning concepts, and specialty needs analyses, including legal and compliance issues, and consumer/allied advisor reference materials
- Develop creative articles to be shared with larger audiences on key initiatives and value added propositions
- Conduct ongoing research on important industry trends and research
- Participate in industry profile building activities with the result that one's profile is enhanced to the benefit of the company and influencing sales results
- Keep current, through research, on tax, retirement & estate planning issues
- Work collaboratively with team members to develop new topics, review content, promotional material, and deliverables
Requirements
- Knowledge of Canadian and Global investment industry
- Strong public speaker with excellent presentation skills
- Strong influencing skills
- Excellent facilitation and training skills
- Strong verbal and written communication skills
- Strong knowledge of personal and corporate taxation
- Strong analytical skills
- Minimum 7 years of experience in the financial services industry specializing in tax, retirement & estate planning
- Expert level knowledge of client taxation, retirement planning and/or estate planning required
- A good understanding of tax and estate laws in Canada and proven application of concepts in a firm setting is an asset
- Bilingual in French/English is an asset
- Travel will be required approximately 50% of the time
Skills
- Tax, Retirement & Estate Planning
- Financial Services
- Public Speaking
- Presentation Skills
- Influencing Skills
- Facilitation Skills
- Training Skills
- Verbal Communication
- Written Communication
- Personal Taxation
- Corporate Taxation
- Analytical Skills
- Client Taxation
- Retirement Planning
- Estate Planning
- Canadian Tax Law
- Estate Law
Location
- Ontario
- Canada
Work Type
- Remote
- Hybrid
Experience Level
- Minimum 7 years of experience
Education Level
- CA, LLB or FCIA designation is strongly preferred
- Completion of CFP is an asset
- A TEP designation and completion of one of CPA Canada In-depth Tax Program, M. Tax, or LL.M Tax is an asset
Salary/Compensations
- 110,000 - 180,000
About the Company
- Sun Life Global Investments brings together the strength of Sun Life Financial with best-in-class asset managers from around the world to offer a line-up of unique world class investment solutions.
- We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you.
Equal Opportunity
- Diversity and inclusion have always been at the core of our values at Sun Life. 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.
- Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to thebrightside@sunlife.com.