Job Description This 6‑month contract opportunity places the Director, Advanced Planning (DAP) in a role accountable for providing advanced tax and estate planning solutions to high net worth end‑clients through financial advisors, and for delivering education to financial advisors and internal audiences as a subject‑matter expert on new and existing tax‑efficient products and services.Responsibilities Promote and deliver effective tax and estate planning (TEPG) advice to our sales team and key distribution partners.Deliver and promote sales tools that support Sun Life’s products, proprietary financial planning concepts, and specialty needs analyses, including legal and compliance issues.Consult with high net worth clients and their allied professionals (accountants and lawyers) to identify tax‑planning opportunities related to estate, wealth, business succession and business continuation planning.Develop a thorough understanding of the various Sun Life distribution channels by establishing and enhancing relationships.Consult in the creation and deployment of consumer/allied advisor reference materials.Deliver training workshops and associated materials for financial advisors.Deliver client seminars and associated materials.Participate in case development, including case research and special illustration.Participate in industry profile building activities.Keep current,



through research, on tax and estate planning issues.Qualifications Bilingual in Mandarin/English.Solid knowledge of personal and corporate tax planning, including retirement compensation arrangements, charitable gifting, wills and trusts, and the dynamics of business ownership and succession planning.Experience with and comfortable working in the high net worth market.Excellent understanding of industry trends and their implication on achieving business sales results/objectives.Strong knowledge of personal and corporate taxation (CA, CPA, LL. B or FCIA designation).Completion of the CICA In‑Depth Tax Program and the In‑Depth Tax Issues for the Owner Manager Business course (considered an asset).Strong organization and analytical skills.Excellent presentation, facilitation and training skills.Strong interpersonal and influencing skills.Strong verbal and written communication skills.Minimum of 5 years’ of professional experience within the financial services industry.Compensation and Benefits The role includes an incentive plan and total compensation that could well exceed the salary range posted. The base pay range is for the primary location for which the job is posted and may vary depending on work location. Eligible Sun Life employees participate in various incentive plans,

📌 Director, Advanced Planning (Tax And Estate Planning) (Toronto)
🏢 Sun Life Financial
📍 Toronto