Director, Advanced Planning (Tax and Estate Planning)
Toronto, ONSun Life Assurance Company of Canada
5+ ansCandidates need at least 5 years of financial services experience, strong personal and corporate tax knowledge, and experience with high net worth clients. A CA, CPA, LL.B or FCIA designation, strong PowerPoint and presentation skills, and excellent written and verbal communication are required.
PowerPoint
Bilingual Account Resolution Representative
Toronto, ONSun Life Assurance Company of Canada
Candidates need strong multitasking across several software systems, sharp attention to detail, and excellent phone and email communication. Bilingual French and English, oral and written, is required for Quebec. Knowledge of mutual and segregated funds is an asset.
Proprietary software interface
Partenaire, développement des affaires/Business Development Partner
Sherbrooke, QCSun Life Assurance Company of Canada
2+ ansAu moins 2 ans d'expérience en services financiers; Permis valide en assurance de personnes; Permis en épargne collective ou obtention dans les 90 jours
Salesforce, logiciel de planification financière, Microsoft Office