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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in tax and estate planning solutions for high net worth clients, with strong capabilities in delivering presentations and training. Proficient in building relationships with financial advisors and distribution partners while providing strategic tax-efficient advice.
Highest-signal resume keywords
Bilingual In MandarinPersonal And Corporate Tax PlanningHigh Net Worth Market ExperienceCA, CPA, LL.B Or FCIA DesignationPresentation And Training Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Tax PlanningEstate PlanningPowerPoint Presentation CreationRetirement Compensation ArrangementsCharitable GiftingWills And TrustsBusiness Ownership And Succession PlanningAnalytical SkillsResearch SkillsCICA In-Depth Tax Program Completion
Soft Skills
Interpersonal SkillsInfluencing SkillsVerbal Communication SkillsWritten Communication SkillsOrganizational Skills
Certifications & Qualifications
CACPALL.BFCIA
Industry Keywords
Financial Services IndustryTax-Efficient ProductsWealth ManagementSales ToolsIndustry TrendsClient SeminarsCase ConsultationDistribution ChannelsConsumer Reference MaterialsSpecialty Needs Analyses
About the role
Key responsibilities & impact- Provide advanced tax and estate planning solution advice to high net worth end-clients through financial advisors
- Educate financial advisors and internal audiences on tax-efficient products and services
- Keep regional sales teams current on tax and estate planning solutions
- Partner with the Regional Sales Director to drive wealth and insurance product sales
- Provide advisors with case consultation and support for tax-efficient insurance solutions
- Promote and deliver tax and estate planning advice to sales teams and distribution partners
- Deliver tax presentations to large audiences
- Promote sales tools, financial planning concepts, and specialty needs analyses
- Consult with high net worth clients, accountants, and lawyers to identify tax-planning opportunities
- Build and enhance relationships across Sun Life distribution channels
- Create and deploy consumer and allied-advisor reference materials
- Deliver presentations, training workshops, and client seminars
- Participate in case development, research, and special illustrations
- Participate in industry profile-building activities
- Research current tax and estate planning issues
Requirements
What you’ll need- Bilingual in Mandarin
- Strong knowledge of personal and corporate tax planning
- Experience with retirement compensation arrangements, charitable gifting, wills and trusts, and business ownership and succession planning
- Experience working in the High Net Worth market
- Experience creating PowerPoint presentations
- Excellent presentation, facilitation and training skills
- Excellent understanding of industry trends and their implications for business sales results/objectives
- Strong knowledge of personal and corporate taxation
- CA, CPA, LL.B or FCIA designation
- Completion of the CICA In-depth Tax Program and the In-Depth Tax Issues for the Owner Manager Business course considered an asset
- Strong organization and analytical skills
- Strong interpersonal and influencing skills
- Strong verbal and written communication skills
- Minimum of 5 years of professional experience within the financial services industry
Benefits
Comp & perks- Competitive salary and bonus structure influenced by market range data
- 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 supporting mental, physical and financial health
- Fitness and wellness programs
- Work-life balance and flexible scheduling
- Hybrid work with the choice and flexibility to work from the office and virtually
- Incentive plan
- Diversity and inclusion initiatives
- Disability accommodations in the application process