Director, Advanced Planning (Tax and Estate Planning)

Sun Life; Toronto; Hybrid; CAD 110,000 - 180,000; Full time

Benefits offered by this job

Competitive salary

Flexible benefits

Pension and stock plans

Wellness programs

Work-life balance

Job summary

Sun Life is seeking a Director of Advanced Planning to provide expert tax and estate planning guidance to high-net-worth clients through financial advisors. You will educate internal and external audiences on tax-efficient products, collaborate with regional sales leaders, and help advisors deliver sophisticated planning solutions.

The role requires strong presentation and communication skills, experience with complex wealth planning, and the ability to lead case consultations and training

Qualifications

• Bilingual in Mandarin and strong tax knowledge required.
• Extensive knowledge of personal and corporate tax planning is essential.
• Experience serving High Net Worth clients with wealth and business succession planning.
• Proven ability to create effective presentations and training materials.

Responsibilities

• Promote and deliver TEPG advice to sales teams and partners.
• Deliver tax presentations to large audiences and support Sun Life products.
• Consult with high net worth clients and allied professionals for tax planning opportunities.
• Develop understanding of Sun Life distribution channels and relationships.
• Create and deploy reference materials for advisors and clients.
• Lead presentations and training workshops for financial advisors.

Skills

Bilingual in Mandarin

Presentation skills

Interpersonal skills

Analytical skills

Verbal and written communication

Organizational skills

Education

CA/CPA/LL.B or FCIA designation

CICA In-depth Tax Program

In-Depth Tax Issues for Owner Manager Business course

Tools

PowerPoint

Job description

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do.

At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.

When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.

Discover how you can make a difference in the lives of 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 education to the financial advisors and internal audiences as a subject matter expert for new and existing tax efficient products and services.

As a tax and estate planning expert, the DAP is also responsible for keeping the regional sales team current with their knowledge of tax and estate planning solutions. By partnering with the Regional Sales Director, the DAP will drive wealth and insurance product sales by providing Advisors with case consultation and support through the delivery of the best tax efficient insurance solutions for the Client, and solidify our partnership with Advisor and their firm.

What will you do?

• Promote and deliver effective tax and estate planning (TEPG) advice to our sales team and key distribution partners
• Deliver tax presentations to large audiences and promote sales tools that support Sun Life's products, proprietary financial planning concepts, and specialty needs analyses, including legal and compliance issues
• Consult with High Net Worth Clients and their own allied professional (accountants and lawyers) to identify tax-planning opportunities related to their estate, wealth, business succession and business continuation planning
• Develop a thorough understanding of the various Sun Life distribution channels by establishing and enhancing relationships
• Consults in the creation and deployment of consumer/allied advisor reference materials
• Delivers presentations and training workshops and associated materials for financial advisors.
• Delivers client seminars and associated materials
• Involvement in case development, including case research and special illustration
• Participates in industry profile building activities
• Keeps current, through research, on tax and estate planning issues

What do you need to succeed?

• Bilingual in Mandarin
• Strong knowledge of personal and corporate tax planning, including but not limited to tax planning areas such as retirement compensation arrangements, charitable gifting, wills and trusts, and the dynamics of business ownership and succession planning.
• Experience with and comfortable working in the High Net Worth market.
• Experience creating Powerpoint Presentations
• Excellent presentation, facilitation and training skills
• Excellent understanding of industry trends and their implication on achieving business sales results/objectives.
• Strong knowledge of personal and corporate taxation
• CA, CPA, LL.B or FCIA designation
• Completion of the CICA In-depth Tax Program and the In-Depth Tax Issues for the Owner Manager Business course (considered an asset)
• Strong organization and analytical skills
• Strong interpersonal and influencing skills
• Strong verbal and written communication skills
• Minimum of 5 years’ of professional experience within the financial services industry.

What's in it for you?

• Competitive salary and bonus structure influenced by market range data
• Flexible Benefits from the day you join to meet the needs of you and your family
• Pension, stock and savings programs to help build and enhance your future financial security
• Wellness programs that support the three pillars of your health - mental, physical and financial
• Fitness and wellness programs that help you balance work and life and enjoy a healthier lifestyle
• Work-life balance by scheduling your day around your priorities and having more time to spend on the important things

Compensation

This role includes an incentive plan and total compensation that could well exceed the salary range posted.

The Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.

Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.

Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to [e-mail].

We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you.

We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Salary Range

110,000/110 000 - 180,000/180 000

Job Category

Sales - SIP

Posting End Date

05/10/2026