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:

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.

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Director Advanced Tax Estate Planning