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About the Role
The Director, Advanced Planning (DAP) provides expert tax and estate planning advice to high-net-worth clients through financial advisors. This role also educates financial advisors and internal teams on new and existing tax-efficient products and services, driving wealth and insurance product sales by offering case consultation and support.
Responsibilities
- Promote and deliver effective tax and estate planning (TEPG) advice to sales teams and key distribution partners.
- Deliver tax presentations to large audiences and promote sales tools supporting Sun Life's products, financial planning concepts, and specialty needs analyses.
- Consult with High Net Worth Clients and their allied professionals to identify tax-planning opportunities.
- Develop a thorough understanding of Sun Life distribution channels by establishing and enhancing relationships.
- Consult in the creation and deployment of consumer/allied advisor reference materials.
- Deliver presentations and training workshops for financial advisors.
- Deliver client seminars.
- Involvement in case development, including case research and special illustration.
- Participate in industry profile building activities.
- Keep current on tax and estate planning issues through research.
Requirements
- Bilingual in Mandarin.
- Strong knowledge of personal and corporate tax planning, including retirement compensation arrangements, charitable gifting, wills and trusts, and business ownership/succession planning.
- Experience working in the High Net Worth market.
- Experience creating Powerpoint Presentations.
- Excellent presentation, facilitation, and training skills.
- Excellent understanding of industry trends and their implication 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.
- Strong interpersonal and influencing skills.
- Strong verbal and written communication skills.
- Minimum of 5 years of professional experience within the financial services industry.
Skills
- Tax planning
- Estate planning
- Financial advisory
- Product education
- Sales support
- Case consultation
- Presentation delivery
- Training
- Client seminars
- Case development
- Industry research
- Powerpoint Presentations
- Interpersonal skills
- Influencing skills
- Verbal communication
- Written communication
Location
- Canada
Work Type
- Hybrid
Experience Level
- Minimum of 5 years of professional experience within the financial services industry.
Education Level
- 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).
Salary/Compensations
- 110,000 - 180,000
Benefits
- Competitive salary and bonus structure
- Flexible Benefits
- Pension, stock and savings programs
- Wellness programs
- Fitness and wellness programs
About the Company
- At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives.
- Our values shape how we work: caring, authentic, bold, inspiring, and impactful.
- 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 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.
- We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.
Equal Opportunity
- 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.