Become the Director of Advanced Planning specializing in Tax and Estate at Sun Life, located in Toronto. Work with high net worth clients, providing strategic planning solutions and advisor education.

In this role, you will act as a vital resource for the sales team and advisors, delivering advanced tax strategies that address client needs. By actively participating in case planning and development, you will not only support advisors but also help clients navigate through complex estate and tax issues effectively.

Key Responsibilities: • Deliver impactful tax planning and estate advice • Coordinate workshops and seminars for advisors • Consult high net worth clients on wealth strategies • Create reference materials to support clients' needs • Conduct research on relevant industry tax issues

Requirements: • Bilingual in Mandarin • At least 5 years of experience in financial services • CA, CPA, LL.B, or FCIA required • Robust background in corporate tax planning • Exceptional presentation and training skills

Apply your expertise and make a lasting impact on clients' financial futures at Sun Life.

📌 Director Advanced Estate & Tax Planning – Sun Life (Winnipeg)
🏢 Sun Life Financial
📍 Winnipeg