High Net Worth Planning Director
Sun Life Assurance Company of Canada
Shape high net worth planning solutions at Sun Life through client consultation, advisor education, and advanced estate strategy expertise. Work hybrid while supporting tax-efficient insurance solutions.This Director role serves as a subject matter expert for tax and estate planning products and services. You will consult with high net worth Clients and allied professionals on estates, wealth, and business succession. You will also equip financial advisors with presentations, training, reference materials, and case support.Key Responsibilities:
Identify tax-planning opportunities for high net worth ClientsPresent planning concepts to financial advisorsDevelop consumer and allied advisor reference materialsBuild relationships across Sun Life distribution channelsSupport industry profile-building activitiesRequirements:
Experience working with high net worth marketsKnowledge of wills, trusts, and charitable giftingKnowledge of business ownership and succession planningPowerPoint presentation creation experienceStrong organization, analysis, and influencing skillsUse high net worth consultation, presentation, and tax expertise to strengthen Sun Life advisor and Client partnerships.
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Identify tax-planning opportunities for high net worth ClientsPresent planning concepts to financial advisorsDevelop consumer and allied advisor reference materialsBuild relationships across Sun Life distribution channelsSupport industry profile-building activitiesRequirements:
Experience working with high net worth marketsKnowledge of wills, trusts, and charitable giftingKnowledge of business ownership and succession planningPowerPoint presentation creation experienceStrong organization, analysis, and influencing skillsUse high net worth consultation, presentation, and tax expertise to strengthen Sun Life advisor and Client partnerships.
#J-18808-Ljbffr
Vacancy posted 1 hour ago
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