Director of Internships

3 days ago


Toronto, Canada Mackenzie Investments Full time
Level 3

Division: MI Retail Distribution

IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $252 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals.

The Position:

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.

Identifying tax and estate planning issues encountered by financial advisors and providing resolutions to case queries.Providing detailed responses to tax and estate planning inquiries.Acting as a referral point to sales when tax and/or estate planning strategies uncover sales opportunities.Supporting Mackenzie Private Wealth Client Services by researching and developing comprehensive Tax and Estate summary reports for high-net-worth clients.Supporting the sales teams in advisor/investor education relating to the Mackenzie Charitable Giving Fund, Registered Disability Savings Plan and Tax-Free Savings Plan.

Qualifications:

  • Very good understanding of philanthropy, donor advised funds and disability planning.
  • Very good understanding of estate laws in Canada.
  • Experience in dealing with wills, estates and trust administration.
  • Very good understanding of the mutual fund industry and mutual funds is necessary to ensure/tax/estate service provided remains in scope of the department mandate.
  • 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”.
  • Completion or working toward completion of Levels I, II and III of the CPA In-depth Tax Course.


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