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Director, Tax and Estate Planning

3 months ago

Old Toronto, Canada Mackenzie Investments Full time
Job Description

Grade: P9

Division: MI-DR

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 investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments

Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, founded in 1967. Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.

At Mackenzie Investments You Can Build Your Career with Confidence.

We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them. As part of our team, you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians. We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and centre.

Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities. We are dedicated to offering a hybrid work environment when applicable.

Mackenzie Investments is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.

The Tax and Estate Planning team at Mackenzie Financial Corporation provides tax and estate planning support to advisors and planners to assist them in protecting and growing their clients’ wealth. Currently the team is accepting applications for the position of Director, Tax and Estate Planning. Working in Mackenzie’s Toronto office, this position will report to the Vice President, Tax and Estate Planning. The successful candidates’ responsibilities will be to support advisors and the sales teams by responding to detailed high level tax and estate planning questions, developing informational materials and ensuring that all marketing materials consistently reflect changes in legal and tax rules by:
  • Work closely with the Ontario based sales teams to develop sales and prospecting opportunities to lead to sales of Mackenzie and company-related products and services
  • Identifying tax and estate planning issues encountered by financial advisors and providing resolutions to case queries.
  • Work with the sales teams to provide education and information in presentations to advisors and investors
  • Acting as a referral point to sales when tax and/or estate planning strategies uncover sales opportunities.
  • Resolving client inquiries originating from seminars and/or published articles.
  • Conducting research in order to assist the VP to prepare for print and/or broadcast media interviews.
  • Supporting Private Client Services by researching and developing Tax and Estate summary reports.
  • Supporting the team in advisor/investor education relating to the Mackenzie Charitable Giving Fund, Registered Disability Savings Plan and Tax-Free Savings Plan.
  • Working with the other members of the TEP team as required or in situations where knowledge can be gained or shared
The following qualifications will assist the successful candidate in carrying out these responsibilities:
  • Experience in complex U.S - Canada tax and estate planning an asset.
  • Expert understanding in estate laws in Canada and asset
  • Experience in dealing with wills, estates and trust administration.
  • Proven application of tax rules is vital to ensure information is relayed on an accurate standard to ensure advisors communicate correct information to investors.
  • Proficiency in the use of various tax and estate planning resources (i.e. Income Tax Act, Canada Revenue Agency (CRA) guides, bulletins and information circulars, Ernst and Young databases, CCH Canada databases) and interpret and apply concepts to “real life”.
  • Advanced understanding of the mutual fund industry and mutual funds is necessary to ensure/tax/estate service provided remains in scope of the department mandate.
  • A financial planning designation and knowledge of federal and provincial tax rules must be current in order to provide tax and estate planning options for private clients.
  • Excellent presentation skills are required
  • Canadian CPA
  • LLM, taxation law, MTax, TEP, or FEA designations
  • CPA designation is considered a strong asset
  • Completion or working toward completion of Levels I, II and III of the CPA In-depth Tax Course
  • Travel as required.
Please visit our career page by clicking on the following link:

We thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted.

Mackenzie Investments is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.

Please apply by July 17, 2024.

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