Vp, Tax, Retirement

2 weeks ago

Toronto, 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.

The Vice President, Tax, Retirement and Estate Planning, will be a key technical resource for CI’s National Accounts Team, Regional Managers, and Wholesalers on tax and wealth planning matters, particularly those respecting the Calgary/Vancouver markets. Responsibilities will include education and communication on key planning principles as well as providing guidance on CI Investment solutions that address specific wealth planning needs.

WHAT YOU WILL DO
- Prepare memorandums, white papers and education materials for internal and external audiences, and communicate and educate financial advisors on the benefits of CI solutions from a wealth planning perspective
- Conduct ongoing sales presentations, participate in promotional road shows, conferences and investor seminars
- Present at CI conferences and related events for financial advisors across multiple distribution channels
- Work with CI’s Marketing and Product Departments on the positioning of the benefits of CI Investments solutions
- Contribute to overall sales growth by participating in initiatives, gathering information on client’s needs and monitoring competitor advisor and client offerings to provide information for Marketing and Product department.
- Meet with Centres of Influence (COI’s) of key advisors to provide education
- On a limited basis, meet with high net worth prospects and clients to assist key advisors in selling CI Investments solutions
- On a limited basis assist key advisors in client meetings to discuss tax planning and estate planning opportunities
- Develop creative articles to be shared with larger audiences on key initiatives and value added propositions
- Participate in the development of the CI Wealth Planning brand, website and marketing capabilities to create differentiation and a competitive advantage in the market

WHAT YOU WILL BRING
- Minimum of 5 years professional experience specializing in tax and estate planning. Expert level knowledge of financial, retirement, tax and estate planning
- Professional accounting or legal designation required. Completion of CPA in-depth tax course or CBA tax law course recommended
- Member of a Canadian accounting organization
- Member of STEP would be an asset as would a CFP designation
- Presentation and training experience with large and small audiences
- Experience working and supporting retail financial planners and advisors
- Excellent communications skills including verbal, written and group presentations
- Ability to convey complex technical material to financial advisors in an effective manner
- Entrepreneurial nature - able to work effectively with CI Investments Sales Team to identify sales opportunities and trends
- Ability to work with a remotely located team

WORKING CONDITIONS
- Travel required to road shows, conferences, seminars, and other industry events
- Travel also required to meet with partners at key strategic distribution channels
- Travel expectation is approximately 30% to 35%
- Required to work beyond normal working hours

WHAT YOU CAN EXPECT FROM US
- Collaborative and friendly team environment
- Opportunities to develop and grow within the company
- Health and Wellness programs including discounted corporate fitness membership
- Modern, conveniently-located facilities

LI-HYBRID

CI_ONT

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. 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. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.

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

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