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-effective 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:
- Strong 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 (Toronto)
🏢 Sun Life
📍 Toronto