Estate Preservation Specialist

5 days ago


Toronto, Ontario, Canada LCBO Full time

We are seeking a skilled Risk Management Leader to join our team. The successful candidate will have extensive experience in estate preservation and business development, with a strong background in tax planning and risk management. They will work closely with our clients to design and implement effective strategies for minimizing ongoing taxes and transferring assets to next generations.

The ideal candidate will possess excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues alike. They will be results-driven and able to prioritize tasks effectively to meet deadlines.

Key Responsibilities:

  • Assist families in preserving the value of their estates through effective tax planning and risk management strategies.
  • Design and implement governance structures for philanthropic plans, including understanding of endowments and restricted/unrestricted gifts.
  • Collaborate with clients to develop comprehensive business development plans, leveraging expertise in estate freeze, trust creation, and insurance solutions.


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