Director, Advanced Planning (Tax and Estate Planning)

at  Sun Life

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. 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.

• 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