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Director of Advanced Tax Services
1 week ago
Key Skills and Qualifications
To succeed in this role, you will require:
- A minimum of 8 years' work experience in a senior role with people leadership in sales and marketing.
- Experience in the insurance/financial services industry in advanced tax retirement and estate planning.
- Experience with insurance-based products across all product categories (life, health, and wealth) and related sales strategies.
- In-depth knowledge of tax, retirement, and estate planning.
- Ability to conduct research, investigate, and analyze.
- Ability to plan strategically.
- Well-developed decision-making and problem-resolution skills.
- Well-developed mathematical skills.
- Ability to lead/guide others.
- Clear writing, listening, and verbal communication skills.
- Excellent communication and presentation skills.
- Flexibility and ability to travel within Canada. Working outside of regular business hours may be required.
- CLU, CHFC, CFP, CPA, or equivalent.
- Completion of a university degree with courses in business administration.
