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About the role
Key responsibilities & impact- Provide advanced tax, legal, estate, and financial planning expertise and advice to EFPS and sales teams
- Participate in joint field work with EFPS, Advisors, Clients, accountants, and lawyers
- Identify and promote tax and financial planning opportunities related to estate planning, wealth planning, risk management, and business succession
- Resolve advanced cases and devise sound Client solutions, including research and direct Client interaction
- Build EFP and Advisor capability through seminars, workshops, and presentations
- Deliver and promote sales tools supporting Sun Life products and financial planning concepts
- Deliver Client seminars and associated materials
- Maintain current knowledge through research and industry profile-building activities
- Contribute to the Financial Planning Centre of Excellence through knowledge sharing, process development, tools, and thought leadership
- Share accountability for large and complex insurance case business and technical content and education
Requirements
What you’ll need- Strong knowledge of personal and corporate tax and financial planning, executive remuneration, charitable giving, wills, estate and trusts, and business and succession planning
- Excellent understanding of industry trends and their implications for achieving business objectives
- Strong analytical skills
- Strong communication skills, including facilitation, training, influencing, and presenting complex topics understandably
- Strong verbal and written communication skills
- CPA, LL.B., M. Tax or FCIA designation
- University degree or equivalent business experience
- 7 years of financial services experience
- CFP® or Pl. fin. considered an asset
Benefits
Comp & perks- Hybrid work with choice and flexibility to work from both the office and virtually
- Incentive plans for eligible employees, with payment subject to individual and company performance
- Sales incentive plans for certain sales-focused roles
- Accommodation support during the application process
- Alternative-format job postings available upon request