Tax and Estate Planning Director

4 days ago

Toronto, Ontario, Canada the Ladders Full time
Job Description

Grade: P9
Referral Level: Level 3
Division: MI Retail Distribution

IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $252 billion in total assets under management. The company provides a broad range of financial planning and wealth management services to individuals, families, and institutions.

Key Responsibilities:

  • Develop and implement tax and estate planning strategies for clients
  • Provide expert advice on tax planning and estate management
  • Collaborate with cross-functional teams to deliver comprehensive financial solutions
  • Stay up-to-date with changing tax laws and regulations

About IGM Financial Inc.

IGM Financial Inc. is a leading Canadian financial services company that provides a range of financial planning and wealth management services to individuals, families, and institutions. With a strong presence in Canada, the company is committed to delivering exceptional client service and building long-term relationships.

  • Director of Gift and Estate Planning

    7 days ago

    Toronto, Ontario, Canada St Michael's hospital Full time

    Director Gift & Estate Planning Major Gifts PlanningSt. Michael's Hospital Foundation is the exclusive fundraising organization for St. Michael's Hospital and Providence Healthcare, within Unity Health Toronto. Our mission is to generate and manage philanthropic funds to fuel healthcare, research, teaching, and health equity missions. We aim to inspire our...

  • Director of Gift and Estate Planning

    1 week ago

    Toronto, Ontario, Canada St Michael's hospital Full time

    Director Gift & Estate Planning Major Gifts PlanningSt. Michael's Hospital Foundation is the exclusive fundraising organization for St. Michael's Hospital and Providence Healthcare, within Unity Health Toronto. Our mission is to generate and manage philanthropic funds to fuel healthcare, research, teaching, and health equity missions. We aim to inspire our...

  • Director of Gift and Estate Planning

    1 week ago

    Toronto, Ontario, Canada St Michael's hospital Full time

    Director Gift & Estate Planning Major Gifts PlanningSt. Michael's Hospital Foundation is the exclusive fundraising organization for St. Michael's Hospital and Providence Healthcare, within Unity Health Toronto. Our mission is to generate and manage philanthropic funds to fuel healthcare, research, teaching, and health equity missions. We aim to inspire our...

  • Director of Gift and Estate Planning

    18 hours ago

    Toronto, Ontario, Canada St Michael's hospital Full time

    Director Gift & Estate Planning Major Gifts PlanningSt. Michael's Hospital Foundation is the exclusive fundraising organization for St. Michael's Hospital and Providence Healthcare, within Unity Health Toronto. Our mission is to generate and manage philanthropic funds to fuel healthcare, research, teaching, and health equity missions. We aim to inspire our...

  • Director of Gift and Estate Planning

    1 day ago

    Toronto, Ontario, Canada St Michael's hospital Full time

    Director Gift & Estate Planning Major Gifts PlanningSt. Michael's Hospital Foundation is the exclusive fundraising organization for St. Michael's Hospital and Providence Healthcare, within Unity Health Toronto. Our mission is to generate and manage philanthropic funds to fuel healthcare, research, teaching, and health equity missions. We aim to inspire our...

  • Director of Gift and Estate Planning

    22 hours ago

    Toronto, Ontario, Canada St Michael's hospital Full time

    Director Gift & Estate Planning Major Gifts PlanningSt. Michael's Hospital Foundation is the exclusive fundraising organization for St. Michael's Hospital and Providence Healthcare, within Unity Health Toronto. Our mission is to generate and manage philanthropic funds to fuel healthcare, research, teaching, and health equity missions. We aim to inspire our...

  • Tax Manager/Director-Real Estate

    2 weeks ago

    Toronto, Ontario, Canada CliftonLarsonAllen Full time

    {"title": "Tax Manager/Director-Real Estate", "content": "At CliftonLarsonAllen, we're dedicated to creating opportunities for our clients, people, and communities through industry-focused services. Our purpose is to empower businesses and individuals to thrive strategically.We're seeking a Tax Manager/Director to join our growing Real Estate Tax practice in...

  • Tax Manager/Director-Real Estate

    2 weeks ago

    Toronto, Ontario, Canada CliftonLarsonAllen Full time

    {"title": "Tax Manager/Director-Real Estate", "content": "At CliftonLarsonAllen, we're dedicated to creating opportunities for our clients, people, and communities through industry-focused services. Our purpose is to empower businesses and individuals to thrive strategically.We're seeking a Tax Manager/Director to join our growing Real Estate Tax practice in...

  • Tax and Estate Planning Expert

    3 weeks ago

    Toronto, Ontario, Canada Financière Sun Life Full time

    About the RoleFinancière Sun Life is seeking a highly skilled and experienced professional to join our team as a Director of Advanced Tax and Estate Planning. This is a unique opportunity to work with a top provider of life, health, and wealth products in the Canadian marketplace.Key ResponsibilitiesProvide expert advice and guidance on advanced tax and...

  • Tax and Estate Planning Expert

    3 weeks ago

    Toronto, Ontario, Canada Financière Sun Life Full time

    About the RoleFinancière Sun Life is seeking a highly skilled and experienced professional to join our team as a Director of Advanced Tax and Estate Planning. This is a unique opportunity to work with a top provider of life, health, and wealth products in the Canadian marketplace.Key ResponsibilitiesProvide expert advice and guidance on advanced tax and...

  • Tax and Estate Planning Consultant

    4 days ago

    Toronto, Ontario, Canada Foresters Financial Full time

    Job Title: AVP, TaxForesters Financial is seeking a highly skilled and experienced professional to join our team as an Assistant Vice President, Tax and Estate Planning. This role will provide consulting support to our Advisors and Wholesalers on tax, product, legal and accounting issues in complex estate, tax and business planning situations.Key...

  • Tax and Estate Planning Consultant

    4 days ago

    Toronto, Ontario, Canada Foresters Financial Full time

    Job Title: AVP, TaxForesters Financial is seeking a highly skilled and experienced professional to join our team as an Assistant Vice President, Tax and Estate Planning. This role will provide consulting support to our Advisors and Wholesalers on tax, product, legal and accounting issues in complex estate, tax and business planning situations.Key...

  • Tax and Estate Planning Expert

    3 weeks ago

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

    Job SummaryForesters 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...

  • Tax and Estate Planning Expert

    3 weeks ago

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

    Job SummaryForesters 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...

  • Tax Manager/Director-Real Estate Specialist

    5 days ago

    Toronto, Ontario, Canada CliftonLarsonAllen Full time

    Unlock Opportunities in Real Estate TaxAt CliftonLarsonAllen, we're dedicated to creating opportunities for our clients, people, and communities. As a Tax Manager/Director-Real Estate, you'll play a key role in our growing Real Estate Tax practice in Los Angeles.Key Responsibilities:Develop and manage relationships with clients to meet their tax and...

  • Tax Manager/Director-Real Estate Specialist

    5 days ago

    Toronto, Ontario, Canada CliftonLarsonAllen Full time

    Unlock Opportunities in Real Estate TaxAt CliftonLarsonAllen, we're dedicated to creating opportunities for our clients, people, and communities. As a Tax Manager/Director-Real Estate, you'll play a key role in our growing Real Estate Tax practice in Los Angeles.Key Responsibilities:Develop and manage relationships with clients to meet their tax and...

  • Tax and Estate Planning Expert

    3 weeks ago

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

    Job SummaryWe are seeking a highly skilled Tax and Estate Planning Expert to join our team at Foresters Financial Services, Inc. as an Assistant Vice President, Tax and Estate Planning. This is a key role that will provide consulting support to our advisors and wholesalers on tax, product, legal, and accounting issues in complex estate, tax, and business...

  • Tax and Estate Planning Expert

    3 weeks ago

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

    Job SummaryWe are seeking a highly skilled Tax and Estate Planning Expert to join our team at Foresters Financial Services, Inc. as an Assistant Vice President, Tax and Estate Planning. This is a key role that will provide consulting support to our advisors and wholesalers on tax, product, legal, and accounting issues in complex estate, tax, and business...

  • Tax Manager/Director-Real Estate Specialist

    6 days ago

    Toronto, Ontario, Canada CliftonLarsonAllen Full time

    Unlock Opportunities in Real Estate TaxCLA is a top 10 national professional services firm dedicated to creating opportunities for our clients, people, and communities. We're seeking a Tax Manager/Director to join our growing Real Estate Tax practice in Los Angeles.Key Responsibilities:Manage and develop relationships with clients to meet their tax and...

  • Tax Manager/Director-Real Estate Specialist

    6 days ago

    Toronto, Ontario, Canada CliftonLarsonAllen Full time

    Unlock Opportunities in Real Estate TaxCLA is a top 10 national professional services firm dedicated to creating opportunities for our clients, people, and communities. We're seeking a Tax Manager/Director to join our growing Real Estate Tax practice in Los Angeles.Key Responsibilities:Manage and develop relationships with clients to meet their tax and...