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Tax and Estate Planning Director

4 months ago

Old Toronto, 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.

What You Will Do:

  1. 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
  2. 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
  3. 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
  4. 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

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.

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