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 • Robust 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 innovative estate planning strategies.

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