At a Glance
- Tasks: Deliver expert tax and estate planning strategies while collaborating with advisors.
- Company: Join Sun Life, a leader in financial services with a focus on innovation.
- Benefits: Hybrid work model, competitive salary, and opportunities for professional growth.
- Other info: Be part of a dynamic team that values collaboration and continuous learning.
- Why this job: Make a real impact by leading client engagements and driving innovative solutions.
- Qualifications: 7 years in financial services with strong analytical and communication skills.
The predicted salary is between 121500 - 148500 $ per year.
Elevate your career with Sun Life as a Director in Tax and Estate Planning.
This hybrid role focuses on delivering expert legal and financial planning strategies to clients and advisors.
As a client-facing expert at Sun Life, you will collaborate with Estate & Financial Planning Services (EFPS) and advisors to offer advanced planning solutions.
Your responsibilities will include driving sales processes, conducting educational seminars, and resolving complex cases with your in-depth knowledge of financial planning, estate management, and tax strategies.
Key
Responsibilities
- Deliver advanced tax and estate planning expertise
- Collaborate with EFPS and advisors on client cases
- Conduct workshops to enhance EFPS and advisor capabilities
- Create sales tools that support financial products
- Keep up with industry trends and share knowledge
Requirements
- 7 years in financial services industry
- CPA, LL.
B., M.
- Tax, or FCIA designation
- Strong analytical and communication skills
- Knowledge of corporate taxation and estate planning
- CFP or Pl. fin. designation is an asset
Join Sun Life to lead impactful client engagements and drive innovative estate planning strategies. #J-18808-Ljbffr
Tax and Estate Planning Director in Vancouver employer: Sun Life Financial
At Sun Life, we pride ourselves on being an exceptional employer that fosters a supportive and inclusive work culture. With a commitment to employee growth, our unique Sabbatical Program and Care Days ensure that you can balance your professional and personal life while making a meaningful impact in the lives of our Clients. Located in vibrant areas like Waterloo King and Toronto York, you'll collaborate with passionate colleagues and inspiring leaders who are dedicated to helping you reach your full potential.
