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-productive products, estate planning, business succession, and business continuation planning. Provide advanced tax and estate planning advice

Deliver tax presentations, seminars, and training workshops

Support case research and special illustrations

Research current tax and estate planning issues

Strong personal and corporate tax planning knowledge

High Net Worth market experience

Excellent presentation, facilitation, and training skills

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