Bilingual Director, Tax, Retirement,

2 months ago

Old Toronto, Canada CI Financial Full time
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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.

The Director will be responsible for:

  1. Supporting advisors and the CI GAM Sales team by responding to detailed tax, retirement, and estate planning questions
  2. Developing informational/educational content (i.e., articles, brochures, and other tools)
  3. Ensuring that TREP-related marketing materials consistently reflect changes in applicable legislation

The role will act as a vital resource to our distribution team to further enable the growth of our mutual fund and ETF line-ups through the provision of value-added services. This will include collaboration with wholesaling teams and identifying unique sales opportunities through personal, corporate, and trust tax, retirement, and estate planning concepts.

WHAT YOU WILL DO

You will:

  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

WORKING CONDITIONS

Travel on occasion may be required to road shows, conferences, seminars, and industry events. This position has a normal office environment, with an in-office requirement of 3 days per week.

WHAT WE OFFER

Modern HQ location within walking distance from Union Station
Flexible & Hybrid Work Program
Equipment Purchase Program
Training Reimbursement
Paid Professional Designations
Employee Share Purchase Program (ESPP)
Corporate Discount Program
Enhanced group benefits
Parental Leave Top–up program
Fitness membership discounts
Volunteer paid Days
Complimentary vending machines

We are focused on building a diverse and inclusive workforce.

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