Director Advanced Tax Estate Planning
Sun Life Assurance Company of Canada
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 adviceDeliver tax presentations, seminars, and training workshopsConsult with Clients, accountants, and lawyersSupport case research and special illustrationsResearch current tax and estate planning issuesRequirements:
Strong personal and corporate tax planning knowledgeHigh Net Worth market experienceExcellent presentation, facilitation, and training skillsCA, CPA, LL.B, or FCIA designationMinimum five years' financial services experienceBring tax planning, estate strategy, and advisor education expertise to Sun Life's high net worth planning practice.
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Provide advanced tax and estate planning adviceDeliver tax presentations, seminars, and training workshopsConsult with Clients, accountants, and lawyersSupport case research and special illustrationsResearch current tax and estate planning issuesRequirements:
Strong personal and corporate tax planning knowledgeHigh Net Worth market experienceExcellent presentation, facilitation, and training skillsCA, CPA, LL.B, or FCIA designationMinimum five years' financial services experienceBring tax planning, estate strategy, and advisor education expertise to Sun Life's high net worth planning practice.
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Vacancy posted 2 hours ago
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