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Senior Tax and Estate Planning Consultant

1 month ago

Old Toronto, Ontario, Canada Foresters Financial Full time
Job Title: AVP, Tax

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.

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 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.
  • 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 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.
  • Computer software knowledge (Microsoft Office Excel, PowerPoint, Word, Teams).
  • Bilingual in French an asset.
Equal Opportunity Employment and Inclusion:

At Foresters Financial, we are committed to sustaining an equal opportunity environment for all job applicants. We embrace Inclusion, Diversity and Equity (IDE) as a core strategic objective for building strong, innovative teams in which all our employees can show up wholly and authentically as themselves.