Elevate your career with Sun Life as a Director in Tax and Estate Planning. This hybrid role focuses on delivering expert legal and financial planning strategies to clients and advisors.
As a client-facing expert at Sun Life, you will collaborate with Estate & Financial Planning Services (EFPS) and advisors to offer advanced planning solutions. Your responsibilities will include driving sales processes, conducting educational seminars, and resolving complex cases with your in-depth knowledge of financial planning, estate management, and tax strategies.
Key Responsibilities: - Deliver advanced tax and estate planning expertise - Collaborate with EFPS and advisors on client cases - Conduct workshops to enhance EFPS and advisor capabilities - Create sales tools that support financial products - Keep up with industry trends and share knowledge
Requirements: - 7 years in financial services industry - CPA, LL.B., M. Tax, or FCIA designation - Strong analytical and communication skills - Knowledge of corporate taxation and estate planning - CFP or Pl. fin. designation is an asset
Join Sun Life to lead impactful client engagements and drive creative estate planning strategies.#J-18808-Ljbffr

📌 Sun Life Tax And Estate Planning Director (Winnipeg)
🏢 Sun Life Financial
📍 Winnipeg