Director, Tax, Retirement and Estate Planning

3 weeks ago

Old Toronto, Canada CI Financial Full time
About Us

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

The Tax, Retirement and Estate Planning (TREP) team at CI Global Asset Management (CI GAM) provides tax, retirement and estate planning support to its Sales team, financial advisors and planners to assist with protecting and growing client wealth. Currently, the team is accepting applications for the position of Director, Tax, Retirement and Estate Planning. Working from Toronto, this position (bilingual) will report to the Vice President and Team Lead, TREP.

Responsibilities
  1. Work closely with TREP and Sales team members from across the country to develop materials and opportunities that lead to the sale of CI GAM products and services;
  2. Act as a subject matter expert and, working with financial advisors, identify tax, retirement and estate planning issues and opportunities and appropriate solutions;
  3. Work with Sales to provide education and information to advisors and investors through calls, emails and other written communication;
  4. Act as a referral point for Sales when tax, retirement and estate planning strategies uncover opportunities for CI GAM sales;
  5. Resolve client inquiries originating from seminars and/or published articles;
  6. Conduct research to assist TREP VPs in preparing for media interviews and advisor/investor presentations;
  7. Work collaboratively with TREP, Sales and other CI GAM departments as needed to gain and share technical knowledge to meet company objectives;
  8. Maintain working knowledge of industry competitors, resources and financial markets to develop and assess suitability of various TREP-related materials and strategies.
Requirements
  • Excellent communication skills, both written and oral;
  • Bilingual in French/English is an asset
  • A good understanding of tax and estate laws in Canada and proven application of these rules;
  • Knowledge of the Canadian asset management industry is an asset;
  • A minimum of 3-5 years of relevant working experience;
  • Completion of post-secondary degree, ideally with a business or legal focus (e.g., financial planning, finance, accounting or law);
  • A financial planning, accounting or legal designation (e.g., CFP, CPA, CA, LL.B, LL.M, JD, TEP, etc.);
  • Strong research, analytical and project management skills;
  • Proficiency with various tax and estate planning resources (i.e. Income Tax Act, Canada Revenue Agency (CRA) guides, bulletins and information circulars, accounting and legal databases, etc.) and an ability to interpret and apply concepts to “real life” scenarios;
Working Conditions

Travel on occasion may be required to road shows, conferences, seminars and industry events;
May be required to work beyond normal working hours from time-to-time;
Normal office environment, with an in-office requirement of 3 days per week.

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