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 issuesRequirements:
Bilingual in Mandarin
At least 5 years of experience in financial services
CA, CPA, LL.B, or FCIA required
Solid background in corporate tax planning
Exceptional presentation and training skillsApply your expertise and make a lasting impact on clients' financial futures at Sun Life.#J-18808-Ljbffr

📌 Director Advanced Estate & Tax Planning – Sun Life Toronto
🏢 Sun Life Financial
📍 Toronto