Sun Life Financial Canada is seeking a Director, Advanced Planning (DAP) to provide advanced tax and estate planning guidance to high net worth clients via financial advisors, while educating advisors on tax‑productive products and services.
In partnership with the Regional Sales Director, you will drive wealth and insurance product sales by offering case consultations and developing materials for advisors and clients.
Bilingual
Mandarin is required; CPA/CA/FCIA designations are preferred.
📌 Director, Advanced Tax & Estate Planning Hnw Toronto
🏢 Sun Life
📍 Toronto
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