Tax and Estate Planning Expert

4 days ago

Old Toronto, Ontario, Canada Foresters Financial Services, Inc. Full time
Job Summary

Foresters Financial Services, Inc. is seeking a highly skilled Tax and Estate Planning Expert to join our team. As an Assistant Vice President, Tax and Estate Planning, you will provide consulting support to Advisors and Wholesalers on tax, product, legal, and accounting issues in complex estate, tax, and business planning situations.

Key Responsibilities
  • Provide 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.
  • Provide tax expertise and analysis on new product development initiatives.
  • Support other internal partners with tax and legal expertise.
  • Foster effective working relationships with the Broker community and advanced tax and estate experts.
Requirements
  • 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 concerning tax, estate planning, and regulatory matters.
  • Increases the knowledge and understanding of Advisors, Wholesalers, and other key stakeholders regarding insurance products by supporting and developing sales concepts/strategies, including supporting illustrations and presentations.
  • Updates and maintains technical reference materials in English and French to ensure accuracy and currency.
  • 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.
  • CFP and/or TEP designations are an asset.
  • 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 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 PowerPoint 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.
  • Computer software knowledge (Microsoft Office Excel, PowerPoint, Word, Teams).
  • Bilingual in French is an asset.
Company Overview

Foresters Financial is an international financial services provider with a unique history that began in 1874 when we set out to provide access to life insurance for average, working families. More than 140 years later, we provide life insurance, savings, retirement, and investment solutions that help families achieve long-term financial health and security.

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