Physicians Planning/tax Strategy

5 months ago

Ottawa, Canada MD Financial Management Full time

Requisition ID: 199574

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Senior Manager, Physician Planning Strategies to join our team.

As a Senior Manager, Physician Planning Strategies, you will support the professional practice management of our advisor network, including productivity, growth, and efficiency activities when it comes to planning strategies for physician households. This leadership role will lead and support multiple advisor channels, mid to large corporate initiatives and will work closely with sales leaders to equip our advisors with the skills and tools they need to meet their professional obligations and business objectives. This role will provide strategic and operational support to the Director, Financial Planning in creating and maintaining various initiatives for the Financial Planning Centre of Excellence within MD.

This leadership role will help guide the Tax Planning Strategies for physicians and their household. The incumbent will support and enhance financial planning best-in-class strategies, programs, initiatives, and learning, with a strong focus on advanced planning topics related to taxation and income planning for Canadian physicians and their family. This is designed to support our client facing advisors with the engagement of their clients, through the financial planning process, and the identification and closing of business opportunities for various lines of businesses within MD.

**Is this role right for you? In this role you will**:
Lead the strategic and tactical implementation of best-in-class advice and solutions specifically related to advanced financial planning topics including but not limited to, medical professional corporation advice, tax planning strategies, pension-based initiatives and enhanced financial case support.

Lead the creation, national delivery, and enhancement of tax-focused specialty knowledge streams to regional leaders and Advisors and work closely with the MDM front office to support current and evolving projects and requirements.
Act as a key partner to various teams including; MD Signature, MD Wealth Strategy, MD Planners, and the rest of the MD Financial Planning Centre of Excellence regarding best practices and processes across the tax planning specialty field.
Engage key stakeholders including but not limited to Marketing, Compliance, Taxation, and IT with respect to creating, reviewing, enhancing and implementing tools, products, services, processes, strategies and training on the tax planning topic within the financial planning process. This includes developing and deploying strategies to solve for gaps related to tools, processes and practices.
Spearhead specialized financial planning MD project initiatives in your areas of expertise and provide support to other financial planning general initiatives.

Provide support to advisors and leadership teams by promoting and driving strong financial planning engagement and business results by:
Maintaining a strong level of knowledge and understanding of the needs of physicians and how this relates to the MD business, as well as the short and long-term business objectives and goals in order to align advice to meet these needs.
Identifying financial planning tactics to improve the client experience and ensuring the right solutions are being presented to meet client and business objectives.
Developing physician focused strategies and tactics to incorporate identified industry and internal best practices into the financial planning business, while staying current with external market conditions and influences
Creating financial planning (Medical Professional Corporation) practice standards while partnering with regulatory and operational teams on the adherence and monitoring of such standards.
Working with advisor and planners to develop national best practices for financial planning performance and implementation techniques.
Working with various teams of advisors, specialists, and leaders to optimize collaboration that would help drive business results and ensure key messages, content, tools, etc. are being utilized.
Contributing to the creation/delivery of learning /presentations to increase advisor engagement in the financial planning process and to increase understanding of how to engage physicians and their households in the financial planning process.
Staying up to date with changes in tax rules that would impact physician and non-physician clients and their financial plans.
Understanding how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.

Contribute to the effective functioning of the Financial Planning Centre of Excellence by:
Participating actively in team learning development activities and team performance achievements.
Building

  • Tax Planning and Leadership Expert

    6 days ago

    Ottawa, Ontario, Canada KPMG-Canada Full time

    About the RoleKPMG in Canada is seeking a seasoned Senior Tax Manager to join our team. As a key member of our tax practice, you will work closely with clients to provide strategic tax planning and compliance services. This is an exceptional opportunity to leverage your expertise and experience to drive business growth and deliver high-quality results.Key...

  • Tax Planning and Compliance Manager

    1 week ago

    Ottawa, Ontario, Canada Mccay Duff LLP Full time

    We are currently seeking a highly skilled and motivated individual to join our tax services team as a Tax Planning and Compliance Manager.Role OverviewThis role will be responsible for managing the tax compliance needs of our clients, overseeing complex tax returns and tax provision engagements. The successful candidate will have prior experience in...

  • tax accountant

    3 days ago

    Ottawa, Canada SOLID TAX INC. Full time

    Education: Expérience: EducationBachelor's degree or equivalent experienceAsset languagesMandarinCantoneseTasksPlan, set up and administer accounting systemsAnalyze clients' financial recordsEnsure accuracy and compliance to accounting standards, procedures and internal controlPrepare financial statements and reportsPrepare income tax returns from...

  • tax accountant

    3 days ago

    Ottawa, Canada SOLID TAX INC. Full time

    Education: Bachelor's degreeExperience: 1 year to less than 2 years or equivalent experienceAsset languagesMandarinCantoneseTasksPlan, set up and administer accounting systemsAnalyze clients' financial recordsEnsure accuracy and compliance to accounting standards, procedures and internal controlPrepare financial statements and reportsPrepare income tax...

  • Tax Specialist with Expertise in Canadian Tax Planning

    5 days ago

    Ottawa, Ontario, Canada Clarity Hiring Full time

    About Clarity HiringWe are a reputable organization seeking a skilled Tax Specialist to join our team. As a key player in our tax department, you will be responsible for delivering exceptional service to our clients.Job SummaryThis is an exciting opportunity for a seasoned Tax Specialist to leverage their expertise in Canadian tax planning and management to...

  • Tax Compliance Specialist

    3 weeks ago

    Ottawa, Ontario, Canada Mccay Duff LLP Full time

    We are seeking a qualified Tax Manager to join our team at Mccay Duff LLP. The ideal candidate will have a strong background in corporate tax research, consulting, and compliance. As a Tax Manager, you will work closely with our team to manage tax compliance needs, oversee complex tax returns, and advise on planning opportunities and tax minimization...

  • Tax Manager

    1 month ago

    Ottawa, Ontario, Canada BDO Full time

    BDO's Tax Team: Where Expertise Meets OpportunityBDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a culture of collaboration, innovation, and...

  • Manager, Tax

    5 months ago

    Ottawa, Canada MNP Full time

    Inspirational, innovative and entrepreneurial - this is how we describe our empowered teams. Combine your passion with purpose and join a culture that is thriving in the face of change. Make an impact with our Tax team as a Manager. This diverse team of professionals delivers customized tax strategies within a complex and dynamic regulatory framework. As a...

  • International Tax Manager

    1 month ago

    Ottawa, Ontario, Canada https:www.pcrecruiter.netsitemap Full time

    Unlock Your International Tax ExpertiseIndustry: Tax Accounting (Big 4)Specialty: International TaxTitle: Manager/Senior ManagerLocation: Global OpportunitiesOur esteemed client's International Tax Practice advises multinational corporations on a broad range of inbound and outbound tax issues, aiming to minimize their worldwide tax positions. They provide a...

  • Income Tax Manager

    2 months ago

    Ottawa, Canada The Minto Group Full time

    **INCOME TAX MANAGER** **Ottawa, Ontario **Build your future at Minto!** At Minto, our mission to build thriving communities starts with our first community - our employees. We are proud to have been named one of Canada’s Best Managed Companies in 2024, a testament to our nearly 70-year legacy and dedication to providing an exceptional employee...

  • Tax Services Manager

    1 month ago

    Ottawa, Ontario, Canada Baker Tilly Canada Cooperative Full time

    Baker Tilly Ottawa LLP Tax Services TeamWe are seeking a highly skilled Tax Services Manager to join our team at Baker Tilly Ottawa LLP. The successful candidate will be responsible for ensuring client tax compliance needs are met, providing tax planning opportunities, and resolving complex tax issues.Key Responsibilities:Review tax filings (T1, T2, T3,...

  • Tax Services Manager

    1 month ago

    Ottawa, Ontario, Canada Mccay Duff LLP Full time

    Job Title: Tax ManagerWe are seeking a highly motivated and experienced Tax Manager to join our team at Mccay Duff LLP. As a Tax Manager, you will play a key role in providing excellent client service and ensuring the tax planning and compliance needs of our clients are met.Key Responsibilities:Manage the tax compliance needs of clients, overseeing complex...

  • Accounts & Tax Manager

    3 months ago

    Ottawa, Canada Mccay Duff LLP Full time

    p>We are currently seeking an experienced, motivated and client driven individual to join our tax services team to assist us in providing excellent client service and ensuring all our client’s tax planning and compliance needs are met.Success in this role will require prior experience in corporate tax research, consulting and compliance in a professional...

  • Physician Assistant

    7 days ago

    Ottawa, Canada Recovery Care + Montfort Hospital Full time

    This is a joint position with Montfort Hospital and Recovery Care. As an integral role in Recovery Care’s service delivery model, the Physician Assistant will join a large group of healthcare professionals and administrative staff which includes physicians, Physician Assistants, nurses, counsellors, medical office assistants and social service workers. The...

  • Senior Tax Professional

    5 days ago

    Ottawa, Ontario, Canada Scotiabank Full time

    Estimated Salary: $70,000 - $90,000 per year.About the RoleWe are seeking a highly skilled and experienced Tax Officer to join our team at Scotiabank in Canada. As a Tax Officer, you will play a key role in ensuring the success of our Taxation Services unit by executing specific individual goals, plans, and initiatives that support our business strategies...

  • Tax and Estate Planner

    2 weeks ago

    Ottawa, Canada TD Bank Full time

    **Work Location**: Ottawa, Ontario, Canada **Hours**: 37.5 **Line of Business**: TD Wealth **Pay Details**: $108,800 - $163,200 CAD The Tax and Estate Planner is responsible for working with TD advisors to help HNW clients achieve their financial objectives and peace of mind through advanced tax & estate guidance, including planning for the orderly and...

  • Income Tax Manager

    4 months ago

    Ottawa, Canada Minto Group Full time

    INCOME TAX MANAGER Build your future at Minto!  At Minto, our mission to building thriving communities starts with our first community - our employees. We are proud to have been named one of Canada’s Best Managed Companies in 2024, a testament to our nearly 70-year legacy and dedication to providing an exceptional employee experience. We believe...

  • Accountant/Senior Accountant, Tax

    4 weeks ago

    Ottawa, Canada GGFL Full time

    p>GGFL is the tax planning and accounting firm for Ottawa’s successful business owners. Our clients count on us to deliver sound business advice and financial strategies that stem from our expertise in tax planning, accounting, auditing, and assurance.

  • Tax Services Advisor

    3 weeks ago

    Ottawa, ON, Canada Farm Business Consultants Full time

    Local Tax and Member Services Advisor Established in 1952 as a family business with deep roots in rural communities, FBC has grown to become one of Canada’s largest tax and financial consulting firms for small businesses. With 12 branches across the country, we support over 15,000 Canadian entrepreneurs and small business owners, including farmers,...

  • Physician Assistant

    5 months ago

    Ottawa, Canada Recovery Care Full time

    **Position Overview**: As an integral role in Recovery Care’s service delivery model, the Physician Assistant will join a large group of healthcare professionals and administrative staff which includes physicians, nurses, counsellors, medical office assistants and social service workers. The Physician Assistant provides a wide range of services under the...