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Vice President, Real Estate

1 month ago


Toronto ON, Canada CI Financial Full time

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.
CI Advisor Consulting’s Tax, Retirement and Estate Planning (TREP) team at CI Global Asset Management (CI GAM) provides tax, retirement and estate planning support to financial advisors across Canada on behalf of our salesforce to assist with protecting and growing client wealth. Currently, the team is accepting applications for the position of Vice President, Tax, Retirement and Estate Planning. Working from Toronto, this position will report to the Vice President, Head, CI Advisor Consulting. This VP will be responsible for supporting advisors and the CI GAM Sales team by responding to detailed tax, retirement and estate planning questions, presenting and creating informational/educational content and ensuring that TREP-related content materials consistently reflect changes in applicable legislation. This will include collaboration with wholesaling teams and identifying unique sales opportunities through personal, corporate and trust tax, retirement and estate planning concepts.

Act as a subject matter expert and educate financial advisors on tax, retirement and estate planning issues and concepts, changes in legislation, and general solutions;
Develop creative articles to be shared with larger audiences on key initiatives and value added propositions;
Build relationships with sales and conduct training as needed on important industry concepts that would be beneficial to selling CI GAM product;
Work collaboratively with TREP, Sales and other CI GAM departments as needed to gain and share technical knowledge to meet company objectives;
Maintain working knowledge of industry competitors, resources and financial markets to develop and assess suitability of various TREP-related materials and strategies; Work collaboratively with TREP team members to develop new topics, promotional material, and deliverables.

A minimum of 8 years of professional experience specializing in tax and estate planning;
Expert level knowledge of private client taxation, retirement planning and/or estate planning required;
An accounting or legal designation (e.g. A TEP designation and completion of one of CPA Canada Indepth Tax Program, M. Tax, or LL.M Tax is strongly preferred;
CFP designation is an asset;
A good understanding of tax and estate laws in Canada and proven application of concepts in a firm setting is an asset;
Completion of at least one post-secondary degree with a business or legal focus (e.g., financial planning, finance, accounting or law);
Bilingual in French/English is an asset;
Knowledge of the Canadian asset management industry is an asset;
Strong research, analytical and project management skills;
Proficiency with various tax and estate planning resources (i.e. Income Tax Act, Canada Revenue Agency guides, bulletins and information circulars, accounting and legal databases, etc.) Strong presentation and training skills with large and small audiences;
Ability to convey complex technical material to financial advisors and investors in an effective manner;
Strong time management and organizational skills; Ability to work with a remotely-located team.

Travel required to road shows, conferences, seminars and other industry events up to 30-40% of the time;
Normal office environment, with an in-office requirement of 4 days per week when not travelling;

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

Training Reimbursement
Corporate Discount Program
Parental Leave Top–up program
We are focused on building a diverse and inclusive workforce. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at , or call ext.