Assistant Vice President, Tax and Estate Planning

4 weeks ago

Toronto, Canada Canada Protection Plan Full time

Are you looking to be part of a continually growing and dynamic company that is a leader in the life insurance industry? Canada Protection Plan, a Foresters Financial company operating in the Canadian marketplace, markets and sells life insurance and related products, many with simplified underwriting processes requiring no medical exams.

Would you like to make a difference with the customers we serve? A career at Canada Protection Plan, the Canada Division of Foresters Financial, is full of potential. We are driven to excel, and our employees reflect this passion. Our company values include shared collaboration, career development and a friendly and open work environment.

Our strength is a culture characterized by doing work that makes a positive impact in the communities where we live. We connect with our employees in significant and meaningful ways for work that matters.

The Assistant Vice President, Tax and Estate Planning will provide consulting support to Advisors and Wholesalers on tax, product, legal and accounting issues in complex estate, tax and business planning situations. This role is national in scope and the incumbent will have the opportunity to build a national advisory practice supporting key Advisors, Wholesalers and business growth.

**Core Responsibilities**:
**Consulting and Advisory Support**
- Provides case-specific consulting and advisory support to Advisors and Wholesalers on tax, product, conceptual, legal and accounting issues in complex estate, tax and business planning situations taking into account the needs of the Advisor and their clients
- Provides tax expertise and analysis on new product development initiatives
- Supports other internal partners with tax and legal expertise
- Represents the company on industry or internal committees with respect to legislative and company initiatives related to insurance products
- Fosters effective working relationships with the Broker community and advanced tax and estate experts
- Reviews financial plans for opportunities for advanced insurance opportunities
- Collaborates with VIP Advisors on advanced and/or complex insurance questions and issues to develop value-added client solutions

***

**Education and Technical Resources**
- Develops a knowledge base of technical reference materials, educational and sales presentations, webinars and associated documentation to support and educate Advisors, Wholesalers and Inside Sales Representatives
- Provides accurate and timely technical information to Advisors and Wholesalers with respect to tax, estate planning and regulatory matters
- Increases the knowledge and understanding of Advisors, Wholesalers and other key stakeholders with insurance products by supporting and developing sales concepts/strategies, including supporting illustrations and presentations
- Develops and communicates materials regarding new and/or changing legislation
- Updates and maintains technical reference materials in English and French to ensure accuracy and currency
- Assists and coaches the Inside Sales Team in providing effective assistance

**Research**
- Conducts research regarding technical tax and estate planning issues to support large case files
- Maintains an extensive knowledge of tax and estate planning issues related to the insurance industry
- Maintains an in-depth knowledge of insurance company products, concepts, and illustration systems

***

**Knowledge/Experience/Skills**:

- Legal or accounting designation with tax experience, (e.g., Masters in Tax or CICA in-depth tax course)
- Expertise in the taxation of private companies, trusts and estate planning and financial planning skills are strong assets
- CFP and/or TEP designations are an asset
- Minimum 10 years’ experience in a similar position
- Extensive experience dealing with and managing advisors and their expectations
- Advanced knowledge of life insurance company products and illustration software
- Extensive knowledge and experience in personal and corporate insurance planning, and estate planning issues, needs analysis and identification, and solutions
- Ability to think creatively to identify sales and product opportunities
- Ability to complete in-depth research and analysis on the feasibility of sales concepts, to develop easy to read technical articles describing the concepts as well as illustrations and power point presentations to support a sales concept package
- Excellent oral and written communication and presentation skills, with the ability to interpret and communicate technical information to non-technical audiences and manage the message when communicating with Advisors and Wholesalers
- Excellent organizational and prioritization skills and ability to meet tight deadlines
- Computer software knowledge (Microsoft Office Excel, Powerpoint, Word, Teams)
- Bilingual in French & English
- Some travel may be required

***
At Canada Protection Plan, we are committed to fostering an inclusive, accessible environment, where al

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