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
- Solid 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 (Vancouver)
🏢 Sun Life Financial
📍 Vancouver