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Tax and Estate Planning Director

1 month ago

Toronto, Ontario, Canada CI Financial Full time
Job Overview

CI Financial is seeking a highly skilled and experienced Director, Tax, Retirement and Estate Planning to join our team. As a key member of our Tax, Retirement and Estate Planning (TREP) team, you will play a critical role in providing tax, retirement and estate planning support to our Sales team, financial advisors and planners.

Key Responsibilities
  • Develop and maintain relationships with financial advisors and planners to provide tax, retirement and estate planning expertise and support.
  • Collaborate with the TREP team to develop and implement tax, retirement and estate planning strategies and solutions.
  • Provide education and training to advisors and planners on tax, retirement and estate planning concepts and best practices.
  • Work closely with the Sales team to identify and pursue new business opportunities and revenue growth.
  • Stay up-to-date on changes in tax, retirement and estate planning laws and regulations and apply this knowledge to provide expert advice and guidance.
Requirements
  • Minimum 3-5 years of experience in tax, retirement and estate planning.
  • Strong knowledge of tax and estate laws in Canada and proven application of these rules.
  • Excellent communication and interpersonal skills.
  • Bilingual in French and English is an asset.
  • Post-secondary degree in a related field, such as finance, accounting or law.
What We Offer
  • Competitive salary and benefits package.
  • Opportunities for professional growth and development.
  • Collaborative and dynamic work environment.
  • Flexible and hybrid work program.