Director, Advanced Planning (Tax and Estate Planning)
About The Position
This is a 6 month Contract opportunity. 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.
Requirements
- Bilingual in Mandarin/English
- 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.
- 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
- Strong organization and analytical skills
- Excellent presentation, facilitation and training skills
- Strong interpersonal and influencing skills
- Strong verbal and written communication skills
- Minimum of 5 years’ of professional experience within the financial services industry.
Nice To Haves
- Completion of the CICA In-depth Tax Program and the In-Depth Tax Issues for the Owner Manager Business course (considered an asset)
Responsibilities
- Promote and deliver effective tax and estate planning (TEPG) advice to our sales team and key distribution partners
- Deliver 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 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
Benefits
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
No Education Listed
