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-efficient 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 cutting-edge 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 (Winnipeg)
🏢 Sun Life
📍 Winnipeg