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Director of Advanced Planning

Sun Life Financial

This is a Contract position in North Perth, ON posted May 16, 2019.

At Sun Life, we work together, share common values and encourage growth and achievement.

We offer many career paths that attract a wide variety of talent and skills.

Follow a path that lets your talents shine.

Job Description: The Individual Insurance and Wealth business unit represents close to 30 per cent of all Sun Life Financial global revenue and more than 50 per cent of Canadian earnings.

Were a top provider of life, health and wealth products in the Canadian marketplace.

Client facing expert in a wide range of legal, tax, estate and financial planning tools and processes.

Role partners with Advisors and other experts in providing advanced planning strategies to clients.

Supports Advisors with solutions that drive sale and utilization of the full range of SL solutions.

The role will also provide education to Advisors and sales team as subject matter expert.

What will you do?

Promote and deliver effective advanced tax, legal, estate and financial planning expertise and advice to the sales and advisor teams, Participation in joint field work with advisors working with clients and their own allied professional (accountants and lawyers) to identify potential tax planning opportunities related to their estate planning, wealth planning and business succession and continuation planning Actively participates in and resolves cases identified and advanced from Advisors, applying expertise in devising sound client solutions, working directly with Advisors as needed
– including case research and direct client interaction.

Builds Advisor capability through seminars/workshops on advanced financial planning topics, Delivers and promotes sales tools that support Sun Life Financials products, proprietary financial planning concepts, and specialty needs analyses, including legal and compliance issues, Delivers client seminars and associated materials, Keeps current through research and participation in industry profile building activities, Participate as an active member of the Financial Planning Centre of Expertise, sharing knowledge and insight with others, and contributing to the ongoing development of effective processes and tools.

What do you need to succeed?

Strong knowledge of personal and corporate financial planning, including taxation, Compensation Arrangements, charitable wills 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, presentation Strong verbal and written communication skills Qualifications CPA, LL.B or FCIA designation University degree or equivalent business experience 5 years financial services experience What’s in it for you?

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 The option to work from your home office 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

We thank all applicants for showing an interest in this position.

Only those selected for an interview will be contacted.

Salary Range: 91,100/91 100
– 148,800/148 800 Job Category: Sales
– Distribution Support Posting End Date: 22/05/2019