Director, Tax, Retirement & Estate Planning

SunLife

Ontario, Canada
Base: $110,000 - $180,000; bonus/equity: discretio...
Hybrid
7+ years financial services experience
Expert knowledge of canadian taxation
Strong public speaking and presentation skills
This role serves as a vital resource to the distribution team by providing value-added tax, retirement, and estate planning support to financial advisors across Canada

Job Summary

  • This role serves as a vital resource to the distribution team by providing value-added tax, retirement, and estate planning support to financial advisors across Canada.
  • The successful candidate will act as a subject matter expert, educating sales teams on legislative changes and delivering seminars to promote Sun Life Global Investments products.
  • Working remotely from Ontario, the Director will collaborate closely with the Retail Wealth Sales Team to identify unique sales opportunities and ensure meaningful case work results.

Matching Summary

This role serves as a vital resource to the distribution team by providing value-added tax, retirement, and estate planning support to financial advisors across Canada.

Salary

Base: $110,000 - $180,000; Bonus/Equity: Discretionary incentive plans based on performance; Benefits: Not specified

Skills & Requirements

Must-have

  • 7+ years financial services experience
  • Expert knowledge of Canadian taxation
  • Strong public speaking and presentation skills
  • Experience with retirement and estate planning
  • Ability to travel 50% of the time

Nice-to-have

  • Bilingual in French and English
  • CFP designation completion
  • TEP or M. Tax designation
  • CPA Canada In-depth Tax Program
  • Proven application of tax laws in firm setting

Key Requirements

  • Minimum 7 years in financial services specializing in tax/retirement/estate planning
  • CA, LLB, or FCIA designation strongly preferred
  • Expert level knowledge of client taxation and planning concepts

Work Rights

Not specified

Tailored Resume

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