You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights.

At Sun

Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives. Discover how you can make a difference in the lives of individuals, families and communities around the world. 6 month Contract opportunity The Director, Advanced Planning (DAP) is accountable for providing advanced tax and estate planning solution advice to high net worth end-clients through financial advisors; and for providing education to the financial advisors and internal audiences as a subject matter expert for recent and existing tax efficient products and services.

As a tax and estate planning expert, the DAP is also responsible for keeping the regional sales team current with their knowledge of tax and estate planning solutions. By partnering with the Regional Sales Director, the DAP will drive wealth and insurance product sales by providing Advisors with case consultation and support through the delivery of the best tax productive insurance solutions for the Client, and solidify our partnership with Advisor and their firm. 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 own allied professional (accountants and lawyers) to identify tax-planning opportunities related to their estate, wealth, business succession and business continuation planning Consults in the creation and deployment of consumer/allied advisor reference materials Delivers training workshops and associated materials for financial advisors.

Delivers client seminars and associated materials Participates in industry profile building activities Keeps current, through research, on tax and estate planning issues Bilingual in Mandarin/English Strong knowledge of personal and corporate tax planning, including but not limited to tax planning areas such as retirement compensation arrangements, charitable gifting, wills and trusts, and the dynamics of business ownership and succession planning.

Experience with and comfortable working in the High Net Worth market.



Strong knowledge of personal and corporate taxation Completion of the CICA In-depth Tax Program and the In-Depth Tax Issues for the Owner Manager Business course (considered an asset) Excellent presentation, facilitation and training skills 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 Fitness and wellness programs that help you balance work and life and enjoy a healthier lifestyle This role includes an incentive plan and total compensation that could well exceed the salary range posted. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance.

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. 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 [email protected] 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. Sales - SIP Posting End Date

📌 Director, Advanced Planning (Tax and Estate Planning) (Toronto)
🏢 Sun Life
📍 Toronto