Full-Time

Director – Tax and Insurance Planning

Confirmed live in the last 24 hours

Sun Life

Sun Life

10,001+ employees

Provides life, health insurance, and financial services

Fintech
Financial Services

Compensation Overview

$105k - $180kAnnually

Senior

Toronto, ON, Canada + 1 more

More locations: Kitchener, ON, Canada

Flexible work options available, to be discussed during the selection process.

Category
Financial Planning and Analysis (FP&A)
Insurance
Finance & Banking
Required Skills
Marketing
Requirements
  • Law degree or accounting designation
  • Tax and estate planning experience
  • In-depth knowledge of insurance taxation including the impact on products (life, health, annuities, segregated funds, mutual funds), policyholders and Sun Life corporate
  • Strong presentation skills
  • Strong communication skills (verbal and written)
  • Ability to interact and communicate effectively with senior leaders, industry peers, and Finance officials
  • Ability to influence business partners and industry peers to ensure that Sun Life’s positions are supported
  • Attention to accuracy and detail
  • Flexible to changing priorities and timelines
  • Energetic and results-oriented
Responsibilities
  • Consults with advisors and distribution partners on complex tax and insurance planning cases
  • Support affluent market sales and support the creation of marketing materials required for advisors to learn and apply these concepts
  • Writes tax and planning articles for industry publications and Sun Life websites directed to advisors and distribution partners
  • Support the implementation of advisor tools that support the sales of individual life, health and wealth products to affluent clients that meet tax, legal and compliance standards
  • Analyzes sales concepts, tools and products along with those of the competition to determine strengths and weaknesses as well as potential advantages, while identifying needs for future enhancement and/or development
  • Participates in industry meetings
  • Influences the design of new products for individual insurance (life and health) and wealth with respect to their tax effectiveness
  • Monitor, interpret and communicate the impact of Federal and Provincial tax law on products, administration, advisors and marketing materials
  • Develops and delivers sales and technical training presentations to advisors and distribution partners
  • Provide consulting support to tax administration on specific cases and system modifications to meet compliance requirements.

Sun Life offers a variety of financial services, including life insurance, health insurance, financial planning, and investment solutions. Their products are designed to help individuals, businesses, and institutions achieve financial security and improve their overall well-being. Sun Life operates in multiple regions, including Canada, the United States, Asia, and Europe, which allows them to serve a diverse client base. The company generates revenue through insurance premiums, fees for financial planning services, and returns from investment products. A key aspect that sets Sun Life apart from its competitors is its commitment to sustainability, with a goal of reaching net zero emissions by 2050.

Company Stage

IPO

Total Funding

N/A

Headquarters

null, null

Founded

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • Sun Life's consistent recognition as a Top Workplace indicates a positive work environment and strong employee satisfaction.
  • The company's strategic appointments, such as Maya Beri as CIO and Randy Lianggara as president of emerging markets in Asia, suggest a focus on leadership and growth in key regions.
  • Sun Life's philanthropic efforts, including significant donations and grants, reflect a strong commitment to community support and corporate social responsibility.

What critics are saying

  • The competitive landscape in global financial services requires Sun Life to continuously innovate to maintain its market position.
  • Economic fluctuations and regulatory changes in diverse markets could impact Sun Life's financial performance and strategic initiatives.

What makes Sun Life unique

  • Sun Life's commitment to sustainability, aiming for net zero emissions by 2050, sets it apart in the financial services industry.
  • The company's diverse product offerings, including life and health insurance, financial planning, and investment solutions, cater to a wide range of clients globally, unlike competitors with narrower focuses.
  • Sun Life's innovative technology, recognized by awards like the HKB Technology Excellence Awards, enhances client engagement and service delivery.

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