Elevate your career with Sun Life as a Director of Advanced Planning. This hybrid position focuses on providing high net worth clients with expert tax and estate planning solutions.
As the Director, Advanced Planning, you will serve as a tax and estate planning expert for financial advisors and their high net worth clients. Your role will involve consulting on tax-productive strategies, delivering presentations, and fostering relationships within Sun Life’s distribution channels. Join a team committed to making a meaningful impact in clients’ lives through innovative financial solutions.
Key Responsibilities:
• Provide advanced tax and estate planning advice to advisors
• Deliver impactful training presentations and workshops
• Identify tax planning opportunities for high net worth clients
• Consult on the development of educational materials
• Keep current on industry trends and regulatory issues
Requirements:
• Minimum 5 years' experience in financial services
• Strong knowledge in corporate tax planning
• CA, CPA, LL.B or FCIA designation required
• Bilingual in Mandarin preferred
• Excellent presentation and communication skills
Utilize your expertise in tax planning and client engagement to drive success at Sun Life.
#J-18808-Ljbffr
📌 Director of Advanced Tax Planning at Sun Life (Ontario)
🏢 Sun Life
📍 Ontario
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.