Director of Advanced Planning

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

Job summary

Sun Life is seeking a client-facing expert in tax, estate and financial planning to partner with the EFPS team and Advisors. You will deliver advanced planning strategies, educate internal teams, and support sales opportunities across Sun Life solutions.

The role emphasizes collaboration with accountants and lawyers, case research, and ongoing professional development within a hybrid work environment.

Qualifications

• Strong knowledge of personal and corporate tax and financial planning.
• Experience advising clients on wills, estate and trusts, and business succession planning.
• Ability to educate EFPS, Advisors, and sales teams on complex topics.

Responsibilities

• Promote advanced tax, legal, estate and financial planning expertise to EFPS and sales teams.
• Collaborate with EFPS and Advisors in identifying planning opportunities for clients.
• Lead seminars, workshops, and presentations on advanced financial planning topics.

Skills

Tax knowledge

Estate planning

Financial planning

Communication skills

Client collaboration

Education

CPA

LL.B.

M. Tax

FCIA designation

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

Client-facing expert in a wide range of legal, tax, estate and financial planning tools and processes. Role partners with Estate & Financial Planning Services (EFPS) team, Advisors and other experts in providing advanced planning strategies to Clients. Supports EFPS and Advisors with solutions that drive sales and utilization of the full range of Sun Life solutions. The role will also provide education to EFPS, Advisors, and sales teams as a subject matter expert.

What will you do?

• Promote and deliver effective advanced tax, legal, estate and financial planning expertise and advice to EFPS and sales teams.
• Participation in joint field work with EFPS and Advisors working with Clients and their own allied professionals (accountants and lawyers) to identify and promote potential tax and financial planning opportunities related to their estate planning, wealth planning, risk management planning, and business succession and continuation planning.
• Actively participates in and resolves cases identified and advanced from EFPS and Advisors, applying expertise in devising sound Client solutions, working directly with EFPS and Advisors as needed - including case research and direct Client interaction.
• Build EFPS and Advisor capability through seminars, workshops, and presentations on advanced financial planning topics.
• Deliver and promote sales tools that support Sun Life’s products, proprietary financial planning concepts, and specialty needs analyses.
• Deliver Client seminars and associated materials.
• Keep current through research and participation in industry profile building activities.
• Participate as an active member of the Financial Planning Centre of Excellence, sharing knowledge and insight with others, and contributing to the ongoing development of effective processes and tools through thought‑leadership activities.

Shared Accountabilities

• Driving large/complex insurance case business – shared with Insurance Sales Directors and Business Growth teams.
• Technical content and education in Sun Life – shared with the other Business Growth departments, Insurance Distribution, and the Insurance Tax Solutions team

What do you need to succeed?

• Strong knowledge of personal and corporate tax and financial planning executive remuneration, charitable giving, wills, estate and trusts, and the dynamics of business and succession planning.
• Excellent understanding of industry trends and their implication on achieving business objectives.
• Strong analytical skills.
• Strong communication skills, including facilitation, training, influencing, and presenting complex topics in an understandable manner.
• Strong verbal and written communication skills.
• CPA, LL.B., M. Tax or FCIA designation
• University degree or equivalent business experience
• 7 years financial services experience
• CFP® or Pl. fin. considered an asset

Compensation

Please note that 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 - Distribution Support

Posting End Date

09/10/2026