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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 research and special illustration.
- Participate in industry profile building activities.
- Keep current on tax and estate planning issues through research.
Requirements
- 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 business sales results.
- 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
- Personal taxation
- Corporate taxation
- Powerpoint Presentations
- Interpersonal skills
- Influencing skills
- Verbal communication
- Written communication
Location
- Remote
- Hybrid
Work Type
- Hybrid
Experience Level
- Director
- Minimum of 5 years of professional experience
Education Level
- CA, CPA, LL.B or FCIA designation
- Completion of the CICA In-depth Tax Program
- In-Depth Tax Issues for the Owner Manager Business course
Salary/Compensations
- 130,000 - 180,000
Benefits
- Competitive salary and bonus structure
- Flexible Benefits
- Pension, stock and savings programs
- Wellness programs
- Fitness and wellness programs
About the Company
- Sun Life is driven by its Purpose: helping Clients achieve lifetime financial security and live healthier lives.
- Values: caring, authentic, bold, inspiring, and impactful.
- 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
- 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.