Lead advanced tax and estate planning advice at Sun Life, supporting financial advisors and high net worth Clients through a hybrid work model. Apply personal and corporate taxation expertise while influencing wealth and insurance solutions. As Director, Advanced Planning, you will advise high net worth end-clients through financial advisors and educate internal audiences. Your work covers tax-efficient products, estate planning, business succession, and business continuation planning. Partner with Regional Sales Directors to support case consultation, advisor relationships, and sales objectives. Key Responsibilities:

Provide advanced tax and estate planning advice Deliver tax presentations, seminars, and training workshops Consult with Clients, accountants, and lawyers Support case research and special illustrations Research current tax and estate planning issues Requirements:

Solid personal and corporate tax planning knowledge High Net Worth market experience Excellent presentation, facilitation, and training skills CA, CPA, LL.B, or FCIA designation Minimum five years' financial services experience Bring tax planning, estate strategy, and advisor education expertise to Sun Life's high net worth planning practice.

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