Toronto, Ontario, Canada · Hybrid
$110k–$180k/yr
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…
Skills: Tax Planning, Estate Planning, High Net Worth Market, Corporate Taxation, Business Succession Planning
Toronto, Ontario, Canada · On-site
Job Description What is the opportunity? We are seeking a Software Backend Developer to work with the Retail Credit Cloud Integration team. We write Java SpringBoot microservices in an agile environment and deploy them t…
Skills: Java, Spring Boot, Microservices, RESTful API, Kubernetes
Toronto, Ontario, Canada · On-site
Job Description What is the opportunity? Reporting to the Manager, Trade Operations, This position is responsible to manage the day to day document verification relating to Letters of Credit (LC). This team is located in…
Skills: Document Examination, Document Processing, Group Problem Solving, Interpersonal Relationship Management, Operational Delivery
Toronto, Ontario, Canada · On-site
The opportunity We’re looking for an Electrical Engineer & Technologist with a passion for creating and implementing design solutions and services. Whether you’re established in the field or looking to make your mark on …
Skills: AutoCAD, Electrical Engineering, HVAC, Plumbing, Sprinkler Layouts
Toronto, Ontario, Canada · On-site
Job Description What is the opportunity? Join RBC’s Global Investment Office as Senior Manager, Client Services & Delivery, providing critical operational and execution support to deliver seamless client experiences for …
Skills: Active Learning, Adaptability, Critical Thinking, Customer Service, Decision Making
Toronto, Ontario, Canada · Remote Solely
$75k–$85k/yr
At A Glance Location: Remote (Canada) - we welcome applicants from across the country Salary Range: $75,000 – $85,000 CAD, based on experience Work Hours: Monday to Friday, core hours with flexibility by region Reports T…
Skills: Customs Release Operations, Team Leadership, PGA/OGD Workflows, Data Analysis, Coaching
Toronto, Ontario, Canada · On-site
<h3>Location</h3><p>Fresh on Crawford (894 Queen St W, Toronto, ON M6J 1G3)</p><h3><strong>About Fresh</strong></h3><p><span style="font-weight: 400;">Since our launch almost 30 years ago, we’ve made it our mission…
Skills: Food Preparation, Dish Assembly, Quality Control, Knife Handling, Kitchen Sanitation
Toronto, Ontario, Canada · On-site
Requisition ID: 268985 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Contributes to the overall success of the Commercial Real Estate Banking team, ensuring specif…
Skills: Commercial Credit, Real Estate Lending, Portfolio Management, Credit Application Preparation, Due Diligence
Toronto, Ontario, Canada · Hybrid
$107k–$157k/yr
Permanent Full Time Technology redefines the way we work and deliver to meet business needs and elevate the customer experience. You’ll be part of an organization that is embracing modern technology, innovation and agile…
Skills: Technology Risk Management, Information Security, Cloud Computing, Risk Assessment, Regulatory Compliance
Toronto, Ontario, Canada · Remote OK
Who We Are At SuiteSpot, we are a PropTech company on a mission to transform how residential real estate is managed and operated at scale. Our award-winning SuiteSpot Maintenance and Capital SaaS solutions help customers…
Skills: Customer Success Strategy, People Management, Executive Presence, Net Revenue Retention, Churn Mitigation
Toronto, Ontario, Canada · Hybrid
$150k–$170k/yr
This is your opportunity to join AXIS Capital – a trusted global provider of specialty lines insurance and reinsurance. We stand apart for our outstanding client service, intelligent risk taking and superior risk adjuste…
Skills: Commercial Property Underwriting, Risk Assessment, Business Development, Broker Relationship Management, Portfolio Management
Toronto, Ontario, Canada · On-site
$83k–$132k/yr
Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we’re helping build a sustainable economy where everyone can prosper. We support a wid…
Skills: Project Management, Change Management, Marketing Campaign Management, Stakeholder Management, Risk Mitigation
Toronto, Ontario, Canada · Hybrid
$64k–$106k/yr
What You’ll Do: The Principal Product Developer is part of a highly motivated team of designers and product developers. You will support the development of design-led assortments across Backyard Living—including patio fu…
Skills: Industrial Design, Adobe Creative Suite, Illustrator, InDesign, Photoshop
Toronto, Ontario, Canada · On-site
About Four Seasons: Four Seasons is powered by our people. We are a collective of individuals who crave to become better, to push ourselves to new heights and to treat each other as we wish to be treated in return. Our t…
Skills: Cooking, Station Prep, Mise En Place, Food Quality Control, Recipe Adherence
Toronto, Ontario, Canada · On-site
$80k–$115k/yr
Job Description What is the opportunity? Are you interested in joining a diverse and collaborative environment where you will have the opportunity to learn continuously and develop professionally? Are you excited by the …
Skills: Communication, Detail-Oriented, Economic Analysis, Financial Instruments, Financial Planning and Analysis (FP&A)
Toronto, Ontario, Canada · Hybrid
$44k–$73k/yr
The HR Operations Coordinator will report to the Manager, HR Operations and Reporting and support key HR operational processes in Workday, with a focus on resolving exception-based transactions, managing case activity, s…
Skills: Workday, HR operations, Data integrity, Case management, Microsoft Office
Toronto, Ontario, Canada · Hybrid
Venture outside the ordinary - TMX Careers The TMX group of companies includes leading global exchanges such as the Toronto Stock Exchange, Montreal Exchange, and numerous innovative organizations enhancing capital marke…
Skills: Product Lifecycle Management, Analytical Expertise, Technical Troubleshooting, Problem Solving, Organizational Skills
Toronto, Ontario, Canada · Hybrid
$97k–$137k/yr
Work Location: Toronto, Ontario, Canada Hours: 37.5 Line of Business: Finance Pay Details: $96,900 - $136,800 CAD This role is eligible for a discretionary variable compensation award that considers business and individu…
Skills: Asset Liability Management, Risk Management, SQL, Excel, Tableau
Toronto, Ontario, Canada · On-site
Pour obtenir une traduction en français de l’offre d’emploi suivante, veuillez envoyer un courriel à [email protected]. Les demandes seront traitées dans un délai de trois jours ouvrables et la période de dépôt de…
Skills: Privacy Impact Assessments, Privacy-By-Design, Legislative Interpretation, Risk Mitigation, PHIPA Compliance
Toronto, Ontario, Canada · On-site
$85k–$127k/yr
Associate Manager – In-Store Execution & NRM – Foods Canada ABOUT UNILEVER Foods is the largest Business Unit within Unilever, and one of the most significant Foods businesses within Canada, with iconic, market leading b…
Skills: Net Revenue Management, In-Store Execution, Data Mining, Price-Pack Architecture, Trade Marketing
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Provide advanced tax and estate planning advice to high net worth clients and financial advisors. Drive wealth and insurance product sales through case consultation, training workshops, and the development of tax-efficient solutions.
Requires a minimum of 5 years of professional experience in financial services and bilingual proficiency in Mandarin and English. Must hold a CA, CPA, LL.B, or FCIA designation with strong knowledge of personal and corporate tax 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.
At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring, and impactful.
When you join Sun Life, you'll work with passionate colleagues and empowering leaders who support your growth and celebrate your contributions, so you can make a meaningful difference in our Clients' lives.
Discover how you can make a difference in the lives of individuals, families and communities around the world.
The Director, Advanced Planning (DAP) is accountable for providing advanced tax and estate planning solution advice to high net worth 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 wealth and insurance product 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.
Promote and deliver effective tax and estate planning (TEPG) advice to our sales team and key distribution partners
Deliver and promote sales tools that support Sun Life's products, proprietary financial planning concepts, and specialty needs analyses, including legal and compliance issues
Consult 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
Develop a thorough understanding of the various Sun Life distribution channels by establishing and enhancing relationships
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
Bilingual in Mandarin/English
Strong knowledge of personal and corporate tax planning, including but not limited to tax planning areas such as retirement compensation arrangements, charitable gifting, wills and trusts, and the dynamics of business ownership and succession planning.
Experience with and comfortable working in the High Net Worth market.
Excellent understanding of industry trends and their implication on achieving 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
Excellent presentation, facilitation and training skills
Strong interpersonal and influencing skills
Strong verbal and written communication skills
Minimum of 5 years’ of professional experience within the financial services industry.
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 that support the three pillars of your health – mental, physical and financial
Fitness and wellness programs that help you balance work and life and enjoy a healthier lifestyle
Work-life balance by scheduling your day around your priorities and having more time to spend on the important things
This role includes an incentive plan and total compensation that could well exceed the salary range posted.
The 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.
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.
Sun Life is a leading financial services organization dedicated to helping people achieve lifetime financial security and live healthier lives. We provide a wide range of insurance and investment products and services in key markets around the world including Canada, the United States, the United Kingdom, Hong Kong, the Philippines and Indonesia. At Sun Life, we have more than 34,000 employees and 112,900 advisors worldwide. Websites: Canada www.sunlife.ca/en/ US www.sunlife.com/us/en/ Vietnam www.sunlife.com.vn Hong Kong www.sunlife.com.hk Indonesia www.sunlife.co.id Malaysia www.sunlife.com.my Philippines www.sunlife.com.ph
Offices: 18 Hung Luen Road, Hong Kong, HK · 2323 Grand Blvd, Kansas City, MO 64108, US · 1 Sun Life Park, Wellesley Hills, MA 02481, US · 5455 Avenue de Gaspe, Montreal, QC H2T 3B3, CA · 5 Công trường Mê Linh, Ho Chi Minh, Vietnam, Ho Chi Minh City 71006, VN
