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.
#J-18808-Ljbffr
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
Similar jobs that could be interesting for youBased on the High Net Worth Planning Director in Winnipeg, MB vacancy
- Shape bespoke wealth strategies for high-net-worth clients with Canaccord Genuity, specializing in estate planning and complex tax considerations. Work onsite with advisors and clients.This specialist role partners with Investment Advisors to gather and maintain high-net-worth...High net worth
Canaccord Genuity Group Inc.
Winnipeg, MB1 hour ago - Serve high-net-worth families as an Associate Wealth Advisor with Stenner Wealth Partners+ in an in-person and virtual setting. Apply investment... ...across investment, tax, estate, insurance, and financial planning matters. The work includes client relationships, business development...High net worthWork at office
Canaccord Genuity Corp.
Winnipeg, MB1 hour ago - Build relationships with high net worth clients as a Senior Private Banking Advisor at CIBC Private Wealth Management in Thornhill. Strong... ...monetization and coordinating broader investment, retirement, and estate planning services.Key Responsibilities: Meet clients regularly for...High net worth
Canadian Imperial Bank of Commerce (Canada)
Winnipeg, MB1 hour ago $110k - $125k per year
...experienced, Senior Financial Planner to join the practice as an Ultra-High-Net-Worth (UHNW) Financial Planner. Job DescriptionWhat is the... ...for an established professional with comprehensive financial planning skills addressing complex UHNW client situations, who is...High net worthLong term contractWork at officeFlexible hoursRBC Dominion Securities Inc.
Winnipeg, MB1 hour ago- Desjardins in Quebec is seeking a senior wealth advisor to develop personalized relationships with members and high-potential clients, guiding them toward strong savings and investment outcomes. The role emphasizes proactive prospecting, referrals, and collaboration with Desjardins...High net worth
Desjardins
Winnipeg, MB1 hour ago - Aviva Canada is seeking an Assistant Vice President, High Net Worth, based in Markham, to lead the strategic direction, growth, and profitability of the HNW portfolio. The AVP will partner with Product, Distribution, Pricing, Analytics, Claims, Marketing, Technology, Finance...High net worth
Aviva
Winnipeg, MB1 hour ago $170k - $180k per year
...Confidence. Based in Markham, the Assistant Vice President, High Net Worth reports to the Vice President, High Net Worth, Group Strategy,... ...compensation, eligibility for annual bonus, retirement savings, share plan, health benefits, personal wellness, and volunteer...High net worthLong term contractInternshipFlexible hoursAviva Canada
Winnipeg, MB1 hour ago- Support high-net-worth families as an Associate Wealth Advisor with Stenner Wealth Partners+, presenting investment strategies and coordinating... ...coordinate investment, tax, estate, insurance, and financial planning matters. The work requires careful communication, organization...High net worth
CGC Canaccord Genuity Corp.
Winnipeg, MB1 hour ago - RBC Private Banking in Mississauga is seeking a dynamic Private Banker to deliver the Black Card Experience to high net worth Canadians, focusing on wealth planning, credit, cash management and day‑to‑day banking. Build a robust local network and deepen client relationships...High net worthLocal area
RBC
Winnipeg, MB1 hour ago - Edward Jones in Canada is seeking an experienced high net worth financial planner to provide comprehensive wealth management and tailored strategic... ...for affluent clients. You will deliver integrated financial plans, collaborate with internal experts and external advisors, and...High net worthLong term contract
Edward Jones
Winnipeg, MB1 hour ago - Canaccord Genuity Group Inc. seeks an Associate, Wealth Advisor for Stenner Wealth Partners+. This in-person/virtual role targets high-net-worth clients with a minimum of $10M in investable assets, offering competitive compensation and a path to growth within one of Canada’s...High net worth
Canaccord Genuity Group Inc.
Winnipeg, MB1 hour ago - Aviva Canada in Markham seeks an accomplished Assistant Vice President, High Net Worth to lead profitable growth and underwriting excellence for the HNW portfolio of 165M+ in assets. You will partner with Product, Distribution, Pricing, Analytics, Claims, Marketing, Technology...High net worth
Aviva plc
Winnipeg, MB1 hour ago - ...seeks an Associate to manage client relationships and deliver investment management and family office services to West Oak's high and ultra-high-net-worth clients. The role requires 5+ years in wealth management, a finance-related bachelor’s degree, RR licensing, and...High net worthWork at office
Wellington-Altus
Winnipeg, MB1 hour ago - OPAL Corporate Connections seeks a senior Portfolio Manager to lead investment strategy for high-net-worth families and entrepreneurs. You will work remotely with focus on client outcomes, risk management, and cross-advisor collaboration. The role offers strong autonomy, strategic...High net worthWork at officeRemote work
OPAL Corporate Connections
Winnipeg, MB1 hour ago - Edward Jones is seeking a subject-matter expert to deliver client-centered wealth planning for high-net-worth clients. You will coordinate with internal specialists and external advisors to build integrated plans that reflect clients' values and goals. You will tailor investment...High net worthLong term contract
Edward Jones
Winnipeg, MB1 hour ago - ...Edmonton is seeking a Wealth Management Banker to build and deepen high net worth client relationships. You will identify lending, deposit and... ...to attract clients, and guide clients through financial planning discussions, aiming to grow your book of business and deliver...High net worth
Scotiabank
Winnipeg, MB1 hour ago - ...seeking an Assistant Vice President, Account Executive - Private Client for an 18-month contract in Calgary, Alberta. You will manage high-net-worth client portfolios, assess risk exposure, and tailor coverage with underwriting partners. This role emphasizes relationship...High net worthContract work
Aon Corporation
Winnipeg, MB1 hour ago - ...CIBC in Montreal is seeking a Premium Edge Relationship Manager to provide best-in-class service to high-net-worth, self-directed investing clients. You will educate clients on trading policies, maintain accuracy in trade executions, and manage a book of 200+ households with...High net worthRemote work
CIBC
Winnipeg, MB1 hour ago $130k - $180k per year
Westward’s vision is to achieve lasting success by protecting high-net-worth business owners and their families through trusted expertise in multi-generational life insurance planning. For more than 25 years, we have helped clients protect their families and businesses while...High net worthHome officeWestward Advisors Ltd.
Winnipeg, MB1 hour ago$17.95 per hour
..., and the stories behind their plans for the future. Taking care of... ...reduced by total hourly wages paid. Net annual earnings typically range... ...valid Class 1 Ontario Funeral Director’s license or Funeral Pre-... ...funeral home within the community.Highly focused on achieving and exceeding...Hourly payLong term contractFull timeInternshipWork from homeArbor Memorial Inc.
Winnipeg, MB1 hour ago$15 per hour
...they came from, and the stories behind their plans for the future. Taking care of the details... ...be reduced by total hourly wages paid. Net annual earnings typically range between $45... ...and funeral home within the community. Highly focused on achieving and exceeding sales results...Hourly payLong term contractPermanent employmentFull timeInternshipWork at officeWork from homeHome officeArbor Memorial
Winnipeg, MB1 hour ago- ...individuals, families and communities around the world.Job Description: The Director, Advanced Planning (DAP) is accountable for providing advanced tax and estate planning solution advice to high net worth end-clients through financial advisors; and for providing...High net worthWork at officeFlexible hours
Sun Life Assurance Company of Canada
Winnipeg, MB1 hour ago $105k - $125k per year
...years, Starcom is a global communications planning and media leader. We are an agency still grounded... ...network OverviewThe Digital Media Director is responsible for driving end-to-end... ...Development Lead, mentor, and develop high-performing digital media and performance teams...Work at officeLocal areaRemote workOverseasWeekend workStarcom Canada
Winnipeg, MB1 hour ago- We’re looking for a Performance Planning Director that can bridge the gap between strategy and... ...into clear, actionable performance plans, grounded in an understanding of how campaigns... ...numbers to identify meaningful actions. Highly organized, detail-oriented, and...Long term contractTemporary work
Havas Media Network
Winnipeg, MB1 hour ago $104k - $138k per year
...Eligible: Y Job Summary Manages event planning functions and staff on a daily basis. Core... ...to sales while consistently delivering a high level of service. Ensures the team... ...data to identify areas of improvement.Shares plans with property leadership and ensures corrective...Remote workFlexible hoursSheraton Hotels & Resorts
Winnipeg, MB1 hour ago- The Director, Planning & Performance leads Metro Supply Chain’s enterprise planning, forecasting, performance... ...of the annual Corporate Business Plan, quarterly forecasts, and multi-year strategic... ...-on, collaborative leadership style with high standards of accuracy, data integrity,...
Metro Supply Chain
Winnipeg, MB1 hour ago - ## Planning Associate DirectorApply: Hybrid: Toronto, Ontario, Canada: Full time: Posted Today: R16954**Agency:**PHd**Job Function:**Media... ...Planning and Buying **Job Description:****Planning Associate Director**The planning team is responsible for unearthing consumer insights...Full timeWork at officeLocal area3 days per week
IPG Health, LLC
Winnipeg, MB1 hour ago - Select how often (in days) to receive an alert: The Director, Strategic Planning is responsible for leading the company's strategic direction in Canada... ...Lead Canadian strategic planning, annual business plans, and long-term business priorities. Advise executive leadership...Long term contractCasual workWork at officeFlexible hours
Kia Corp.
Winnipeg, MB1 hour ago - Filiale exclusive de la Caisse de dépôt et placement du Québec, CDPQ Infra agit à titre de donneur d’ouvrage et de maître d’oeuvre pour de grands projets d’infrastructures publiques. Nous assumons la responsabilité de toutes les phases des projets : conception, planification...Contract work
CDPQ Infra inc.
Winnipeg, MB1 hour ago - Director, Commercial Planning & Business Performance Drive Commercial Excellence in a Growing Radiopharmaceutical... ...revenue growth. This is a highly visible leadership role reporting directly... ...demand assumptions, volume trends, and net revenue considerations. Provide...Contract work
Jubilant Draximage
Winnipeg, MB1 hour ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to High Net Worth Planning Director. Be the first to apply!
Related searches
- director of strategy Winnipeg, MB
- directeur stratégie Winnipeg, MB
- director financial planning Winnipeg, MB
- responsable planification Winnipeg, MB
- director of strategic communication Winnipeg, MB
- manager financial planning & analysis Winnipeg, MB
- business strategy manager Winnipeg, MB
- director financial planning and analysis Winnipeg, MB
- strategy manager Winnipeg, MB
- content strategy manager Winnipeg, MB