Director, Advance Planning (Bilingual - Mandarin fluency)
About the role
Position title: 1679 - Director, Advance Planning (Bilingual - Mandarin fluency) Client: SunLife Contract Duration: 6 months Working Status: Telecommuter/Remote - Will require to go meet clients at their offices on a daily basis) Location: GTA \ 1 York Street, Toronto Target Start Date: August 17, 2026
Director of Advanced Planning, Central North East Region 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: The Director, Advanced Planning is accountable for the delivering advanced tax and estate planning advice to end Clients through financial advisors; and for providing education to the financial advisors and internal audiences as a subject matter expert for new and existing tax efficient products and services.
As a tax and estate planning expert, the DAP is also responsible for keeping the Regional Sales Team current with their knowledge of tax and estate planning solutions. By partnering with the Regional Sales Director, the DAP will drive sales by providing Advisors with case consultation and support through the delivery of the best tax efficient insurance solutions for the Client, and solidify our partnership with Advisor and their Firm.
What will you do? Develops a thorough understanding of the various distribution channels by establishing and enhancing relationships Promotes and delivers effective tax and estate planning (TEPG) advice to our sales team and key distribution partners Delivers and promotes sales tools that support Sun Life Financial's products, proprietary financial planning concepts, and speciality needs analyses, including legal and compliance issues Experience working with High Net Worth Clients and their own allied professional (accountants and lawyers) to identify tax-planning opportunities related to their estate, wealth, business succession and business continuation planning Consults in the creation and deployment of consumer/allied advisor reference materials Delivers training workshops and associated materials for financial advisors. Delivers client seminars and associated materials Involvement in case development, including case research and special illustration Participates in industry profile building activities Keeps current, through research, on tax and estate planning issues
What do you need to succeed? Strong knowledge of personal and corporate tax planning background, including but not limited to such tax planning areas such as Retirement Compensation Arrangements, charitable gifting, wills and trusts, and the dynamics of business ownership and succession planning. Excellent understanding of industry trends and their implication on achieving business sales results/objectives. Experience and comfortable working in the High Net Worth Market. Strong organization and analytical skills Excellent presentation, facilitation and training skills Strong interpersonal and influencing skills Strong verbal and written communication skills Strong knowledge of personal and corporate taxation 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) Minimum of 5 years' of professional experience within the financial services industry.
About Amyantek
Amyantek is a Premier IT recruiting company with a focus on the Canadian Market. Our goal is to provide the highest quality of service to both our clients and our professional candidates No matter what the requirement, Amyantek is committed to exceeding our clients needs with the best quality of candidates who are pre- qualified with integrity and honesty at a cost effective solution. We are continuously looking for new ways to provide candidates who fit the complete requirements requested by our clients.
Our services which distinguishes us to our clients • Response to client within 8 hours • Candidate submission within 48 hours of receiving request • Resume submission to request= 3:1 • Contractor Replacement guarantee: 10 days • Full time replacement Guarantee: 90 days
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Director, Advance Planning (Bilingual - Mandarin fluency)
About the role
Position title: 1679 - Director, Advance Planning (Bilingual - Mandarin fluency) Client: SunLife Contract Duration: 6 months Working Status: Telecommuter/Remote - Will require to go meet clients at their offices on a daily basis) Location: GTA \ 1 York Street, Toronto Target Start Date: August 17, 2026
Director of Advanced Planning, Central North East Region 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: The Director, Advanced Planning is accountable for the delivering advanced tax and estate planning advice to end Clients through financial advisors; and for providing education to the financial advisors and internal audiences as a subject matter expert for new and existing tax efficient products and services.
As a tax and estate planning expert, the DAP is also responsible for keeping the Regional Sales Team current with their knowledge of tax and estate planning solutions. By partnering with the Regional Sales Director, the DAP will drive sales by providing Advisors with case consultation and support through the delivery of the best tax efficient insurance solutions for the Client, and solidify our partnership with Advisor and their Firm.
What will you do? Develops a thorough understanding of the various distribution channels by establishing and enhancing relationships Promotes and delivers effective tax and estate planning (TEPG) advice to our sales team and key distribution partners Delivers and promotes sales tools that support Sun Life Financial's products, proprietary financial planning concepts, and speciality needs analyses, including legal and compliance issues Experience working with High Net Worth Clients and their own allied professional (accountants and lawyers) to identify tax-planning opportunities related to their estate, wealth, business succession and business continuation planning Consults in the creation and deployment of consumer/allied advisor reference materials Delivers training workshops and associated materials for financial advisors. Delivers client seminars and associated materials Involvement in case development, including case research and special illustration Participates in industry profile building activities Keeps current, through research, on tax and estate planning issues
What do you need to succeed? Strong knowledge of personal and corporate tax planning background, including but not limited to such tax planning areas such as Retirement Compensation Arrangements, charitable gifting, wills and trusts, and the dynamics of business ownership and succession planning. Excellent understanding of industry trends and their implication on achieving business sales results/objectives. Experience and comfortable working in the High Net Worth Market. Strong organization and analytical skills Excellent presentation, facilitation and training skills Strong interpersonal and influencing skills Strong verbal and written communication skills Strong knowledge of personal and corporate taxation 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) Minimum of 5 years' of professional experience within the financial services industry.
About Amyantek
Amyantek is a Premier IT recruiting company with a focus on the Canadian Market. Our goal is to provide the highest quality of service to both our clients and our professional candidates No matter what the requirement, Amyantek is committed to exceeding our clients needs with the best quality of candidates who are pre- qualified with integrity and honesty at a cost effective solution. We are continuously looking for new ways to provide candidates who fit the complete requirements requested by our clients.
Our services which distinguishes us to our clients • Response to client within 8 hours • Candidate submission within 48 hours of receiving request • Resume submission to request= 3:1 • Contractor Replacement guarantee: 10 days • Full time replacement Guarantee: 90 days