Tax and Estate Planning Director

7 days ago

Toronto, Ontario, Canada Fidelity Investments Full time

Description

Company Overview

At Fidelity, we've been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we're constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future.

Working with us means you'll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You'll have a wide range of opportunities to grow and develop your career in an inclusive environment where you'll feel valued and supported to be your best - both personally and professionally.

The Opportunity

Fidelity Private Wealth offers high net worth clients a holistic wealth management experience. As an exciting new distribution channel, there are several growing areas to help shape the business into a competitive enterprise in wealth management.

The Tax and Estate Planning Director will be responsible for providing comprehensive and integrated wealth planning services and support to Relationship Managers and their high net worth clients. This includes face-to-face meetings, presentations to groups of clients and centers of influence, and content creation on value-added insights.

Recognizing the complex needs of our clients, the Tax and Estate Planning Director will take a holistic approach to identifying clients needs and proactive planning opportunities, leverage past experiences in tax and estate planning. The position provides the opportunity to collaborate with members of the Private Wealth client-facing team and internal tax and retirement research professionals. The Tax and Estate Planning Director will be a key contributor in delivering a best-in-class experience our clients value.

The core focus for this role is to support Fidelity Private Wealth and its clients. An understanding of Fidelity's other distribution channels is an asset, and where applicable, provide support in tax and estate matters to be the benefit of the broader organization.

What You Will Do

-Deliver Exceptional Client Experience

Meet with Relationship Managers and their high net worth clients and prospects to discuss tax planning strategies Present tax plans for clients and work with their existing professionals on timely implementation Provide direction and coordinate the implementation of wealth strategies, including meeting with the clients' professional advisors (e.g. lawyers, accountants, and actuaries) Respond to inquiries and prepare memos relating to specific wealth planning matters from clients, client-facing team and internal staff Collaborate on the development and implementation of wealth planning service standards and design complex wealth planning strategies for the unique needs of the high net worth clients Demonstrate and promote our collaborate wealth planning process Provide comprehensive and integrated wealth planning services and support to Relationship Managers and high net worth clients. Partake in face-to-face meetings, presentations to groups of clients and centers of influence, and content creation on value-added insights

-Produce Value-added Content

Prepare value-added articles and reference materials on a variety of wealth planning topics as well as technical content for business development and client retention Lead seminars and presentation on wealth planning services to clients, prospects, and centers of influence Provide analysis on tax changes and how they impact high net worth clients and the Private Wealth business Communicate tax and other wealth topics through publications, presentations, and media interviews Coordinate to ensure consistency in communication on wealth planning topics with other internal Fidelity departments

-Support Internal and External Training Efforts

Develop a training program on wealth planning matters for Relationship Managers and clients Train and educate Relationship Managers and internal staff on tax planning matters Identify and research select issues relevant to the Private Wealth business

-Develop/Maintain Wealth Planning Service Standards

Define operational structure for wealth planning services with key stakeholders Develop an onboarding process to maximize Relationship Manager and client experience Create a strong risk culture by working with internal compliance and regulatory personnel to maintain and enhance the necessary requirements

What We're Looking For

University degree or equivalent work experience A professional accounting or legal designation Completion of the In-Depth Tax Program (IDTP), CBA Tax Law for Lawyers program, Master of Taxation, or equivalent Certified as a Trust and Estate Practitioner (TEP) 7+ years of relevant experience/extensive experience specializing in tax and estate planning Demonstrated excellence in designing and implementing complex tax and estate planning strategies Experience in working with cross border clients and their wealth management issues Financial planning and experience working with family enterprise clients on advisory/succession planning is a nice to have Bilingual in English and French is an asset Have or working towards a financial planning designation (e.g. PFP, CFP) and family business advisory designation (e.g. FEA) or other designation such as the CSC is a bonus

What You Will Bring

In-depth understanding of tax and estate issues Ability to communicate complex wealth planning strategies in an understandable way to clients and their professional advisors Strong organizational, analytical skills and attention to detail Ability to collaborate with other internal partners Excellent communication and presentation skills (verbal and written) for large and small groups Ability to work independently and as part of a team Exceptional relationship management skills and client-centric focus

  • Director, Tax, Retirement and Estate Planning

    7 days ago

    Old Toronto, Ontario, Canada CI Financial Corp. Full time

    Director, Tax, Retirement and Estate Planning page is loaded Director, Tax, Retirement and Estate Planning Apply locations Toronto, ON time type Full time posted on Posted 30+ Days Ago job requisition id JR1437 At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over...

  • Tax and Estate Planning Director

    7 days ago

    Old Toronto, Ontario, Canada Fidelity Investments Full time

    DescriptionCompany Overview: At Fidelity, we've been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we're constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation...

  • Tax / Estate Planning Accountant

    7 days ago

    Old Toronto, Ontario, Canada Ig Wealth Management Full time

    Tax & Estate Planning Accountant Location Hybrid work in Quebec City, QC : Location: Any Canadian province outside of Quebec IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and...

  • Assistant Vice President, Tax and Estate Planning

    7 days ago

    Toronto, Ontario, Canada Canada Protection Plan Full time

    Are you looking to be part of a continually growing and dynamic company that is a leader in the life insurance industry? Canada Protection Plan, a Foresters Financial company operating in the Canadian marketplace, markets and sells life insurance and related products, many with simplified underwriting processes requiring no medical exams.Would you like to...

  • Bilingual Director, Tax, Retirement,

    7 days ago

    Toronto, Ontario, Canada CI Financial Full time

    At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. JOB OVERVIEW...

  • Director of Advanced Planning

    7 days ago

    Toronto, Ontario, Canada Sun Life Full time

    Job Description : The Individual Insurance and Wealth business unit represents close to 30 per cent of all Sun Life Financial global revenue and more than 50 per cent of Canadian earnings. We're a top provider of life, health and wealth products in the Canadian marketplace. Client facing expert in a wide range of legal, tax, estate and financial planning...

  • Director, Tax

    7 days ago

    Toronto, Ontario, Canada Brookfield Asset Management, Inc Full time

    LocationBrookfield Place - 181 Bay StreetBusiness - Real EstateBrookfield CultureBrookfield has a unique and dynamic culture. We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader: Entrepreneurial, Collaborative and Disciplined. Brookfield is committed to the development of our people through...

  • Tax Manager, Real Estate

    7 days ago

    Toronto, Ontario, Canada KPMG LLP Canada Full time

    OverviewAt KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. .The opportunityKPMG has an active presence in the Real Estate industry in Canada. Our Real Estate practice serves public, entrepreneurial, institutional and international...

  • Tax Manager, Real Estate

    7 days ago

    Toronto, Ontario, Canada KPMG-Canada Full time

    OverviewAt KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. .KPMG has an active presence in the Real Estate industry in Canada. Our Real Estate practice serves public, entrepreneurial, institutional and international clients that own,...

  • Tax Director

    7 days ago

    Toronto, Ontario, Canada Hydrostor Inc. Full time

    Direct message the job poster from Hydrostor Global Talent Acquisition and HR Business Partner | Process Improvement Leader | Passionate about Growing and Scaling Businesses Title: Director, Global Tax Job Type: Full-Time – Hybrid (3+ days/week in office) Join the Clean Energy Revolution Are you ready to shape the future of sustainable energy? Hydrostor, a...

  • Tax and Estate Planning Lawyer

    7 days ago

    Toronto, Ontario, Canada Ignite Talent Solutions Full time

    Wills and Estates Lawyer Our Client is a leading law firm serving the GTA across multiple practice areas. They are currently in expansion mode and are looking to add a talented Wills and Estates Lawyer to their growing firm. To be considered for this position, you must have minimum of 4 years experience in a law firm. You must also have excellent knowledge...

  • Specialist, Real Estate, Us Corporate Tax

    7 days ago

    Toronto, Ontario, Canada KPMG-Canada Full time

    OverviewAt KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world.The opportunityKPMG has an active presence in the Cross Border Real Estate industry. Our US Real Estate practice serves Canadian public, entrepreneurial, and institutional...

  • Director of Development and Planning

    7 days ago

    Toronto, Ontario, Canada ThorekScott and Partners Full time

    Thorek/Scott and Partners (TSP) has been connecting accomplished organizations with talented individuals for almost four decades. At TSP, our track record of successfully completing challenging searches across the professional spectrum has earned us an exceptional reputation at the forefront of the recruitment industry.Our Canadian and International clients...

  • Tax Manager

    6 days ago

    Toronto, Ontario, Canada Kassen Recruitment Full time

    One of our esteemed clients in the real estate sector is seeking a US Tax Manager to join their team and help drive their financial strategy forward.The US Tax Manager will oversee all tax-related functions for the real estate operations, ensuring compliance with federal, state, and local tax regulations. This role requires a strategic thinker with strong...

  • Manager, Real Estate, US Corporate Tax

    7 days ago

    Toronto, Ontario, Canada KPMG-Canada Full time

    OverviewAt KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. KPMG has an active presence in the Cross Border Real Estate industry. Our US Real Estate practice serves Canadian public, entrepreneurial, and institutional clients that own,...

  • Specialist, Real Estate, US Corporate Tax

    7 days ago

    Toronto, Ontario, Canada KPMG Full time

    OverviewAt KPMG, you'll join a team of diverse and dedicated problem solvers, connected by a common cause: turning insight into opportunity for clients and communities around the world. KPMG has an active presence in the Cross Border Real Estate industry. Our US Real Estate practice serves Canadian public, entrepreneurial, and institutional clients that...

  • International Tax Director

    6 days ago

    Toronto, Ontario, Canada Hydrostor Inc. Full time

    Direct message the job poster from Hydrostor Global Talent Acquisition and HR Business Partner | Process Improvement Leader | Passionate about Growing and Scaling Businesses Title: Director, Global Tax Location: Toronto, ON Job Type: Full-Time – Hybrid (3+ days/week in office) Join the Clean Energy Revolution Are you ready to shape the future of...

  • Director, Global Transaction Tax

    3 weeks ago

    Toronto, Ontario, Canada Alvarez and Marsal Full time

    Description Director, Global Transaction Tax A&M is a group of entrepreneurial, action and results-oriented professionals who take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The...

  • Director, Global Transaction Tax

    2 months ago

    Toronto, Ontario, Canada Alvarez and Marsal Full time

    Description Director, Global Transaction Tax A&M is a group of entrepreneurial, action and results-oriented professionals who take a hands-on approach to solving our clients' problems and assisting them in reaching their potential. Our culture celebrates independent thinkers and doers who can positively impact our clients and shape our industry. The...

  • Tax Manager

    2 weeks ago

    Toronto, Ontario, Ontario, Canada Kassen Recruitment Full time

    One of our esteemed clients in the real estate sector is seeking a US Tax Manager to join their team and help drive their financial strategy forward.The US Tax Manager will oversee all tax-related functions for the real estate operations, ensuring compliance with federal, state, and local tax regulations. This role requires a strategic thinker with strong...