Director, Tax, Retirement & Estate Planning

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:We have a fantastic opportunity for a driven and ambitious Tax, Retirement & Estate Planning Expert to drive results with one of the most forward-looking asset management firms in Canada. This external role works within wealth distribution under the brand of Sun Life Global Investments. Sun Life Global Investments brings together the strength of Sun Life Financial with best-in-class asset managers from around the world to offer a line-up of unique world class investment solutions.SLGI’s Tax, Retirement & Estate Planning Team at Sun Life Global Investments provides tax, retirement and estate planning support to financial advisors across Canada on behalf of our Retail Wealth Sales Team to assist with protecting and growing client wealth. Working remotely based in Ontario , this position will report to AVP, Distribution Excellence & Practice Management, supporting the Central Region and others when needed.This Director will be responsible for supporting advisors and the SLGI Retail Wealth Sales team by responding to detailed tax, retirement and estate planning questions, presenting and creating informational/educational content and ensuring that related content materials consistently reflect changes in applicable legislation. The role will act as a vital resource to our distribution team to further enable the growth of our product line ‑ ups through the provision of value ‑ added services. This will include partnership with sales teams and identifying unique sales opportunities through personal, corporate and trust tax, retirement and estate planning concepts. The advisor support and case consultation elements will bring great value to our sales team through the delivery of better solutions to advisors. The role will also provide education to the sales team as subject matter expert for new and existing tax efficient products and services.What will you do:Work closely with Retail Wealth S ales team members to build new relationships and strengthen existing ones via value added services that lead to the sale of SLGI products and services;Act as a subject matter expert and educate financial advisors on tax, retirement and estate planning issues and concepts, changes in legislation, and general solutionsDevelop a thorough understanding of the various distribution channels by establishing and enhancing relationships and communication lines.Promoting and delivering effective tax , estate & retirement planning advice to our sales team and key distribution partners.Work with sales to provide education and information to advisors and investors through presentations, consultations, calls, emails and other written communicationDeliver an effective number of seminars/workshops /presentations on advanced topics and associated materials to distribution partners.Proactively work with the Retail Wealth Sales Team to ensure meaningful case work which will result in the placement of quantifiable business with Sun Life Global Investments , including case research and special illustrations.Deliver and promote sales tools that support Sun Life Global Investment’s products, proprietary financial planning concepts, and specialty needs analyses, including legal and compliance issues, and consumer/allied advisor reference materials.Develop creative articles to be shared with larger audiences on key initiatives and value added propositions;Conduct ongoing research on important industry trends and research;Participate in industry profile building activities with the result that one's profile is enhanced to the benefit of the company and influencing sales results. Keep current, through research, on tax , retirement & estate planning issues.Work collaboratively with team members to develop new topics, review content, promotional material, and deliverables.What do you need to succeed:Knowledge of Canadian and Global investment industryStrong public speaker with excellent presentation skillsStrong influencing skillsExcellent facilitation and training skillsStrong verbal and written communication skillsStrong knowledge of personal and corporate taxationStrong analytical skillsEducation & Training:Minimum 7 years of experience in the financial services industry s pecializing in tax , retirement & estate planningExpert level knowledge of client taxation, retirement planning and/or estate planning requiredCA, LLB or FCIA designation is strongly preferredAssets:Completion of CFP is an assetA TEP designation and completion of one of CPA Canada In - depth Tax Program, M. Tax, or LL.M Tax is an assetA good understanding of tax and estate laws in Canada and proven application of concepts in a firm setting is an assetBilingual in French/English is an assetNote:Travel will be required approximately 50% of the timeThe 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 thebrightside@sunlife.com .We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.We may use artificial intelligence to support candidate sourcing, screening, interview scheduling.We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.Salary Range:110,000/110 000 - 180,000/180 000Job Category:Sales - SIPPosting End Date:31/05/2026 #J-18808-Ljbffr