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-effective 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.

📌 Director of Advanced Tax Planning at Sun Life (Toronto)
🏢 Sun Life
📍 Toronto