Current jobs related to Tax and Estate Planning Expert - Old Toronto, Ontario - Foresters Financial Services, Inc.

  • Tax and Estate Planning Consultant

    4 weeks ago

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

    AVP, Tax & Estate PlanningJoin our team of experts at Foresters Financial Services, Inc. as we seek a highly skilled Assistant Vice President, Tax and Estate Planning to provide consulting support to our Advisors and Wholesalers on tax, product, legal and accounting issues in complex estate, tax and business planning situations.Key Responsibilities:Provide...

  • Tax and Estate Planning Consultant

    3 weeks ago

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

    AVP, Tax & Estate PlanningJoin our team of experts at Foresters Financial Services, Inc. as we seek a highly skilled Assistant Vice President, Tax and Estate Planning to provide consulting support to our Advisors and Wholesalers on tax, product, legal and accounting issues in complex estate, tax and business planning situations.Key Responsibilities:Provide...

  • Tax and Estate Planning Director

    2 weeks ago

    Old Toronto, Ontario, Canada https:www.energyjobline.comsitemap Full time

    At CI Global Asset Management, we're committed to creating a workplace where everyone feels valued and empowered to contribute. As a Director, Tax, Retirement, and Estate Planning, you'll play a key role in supporting our Sales team and financial advisors in providing exceptional tax, retirement, and estate planning services to our clients.Key...

  • Director, Tax, Retirement and Estate Planning Expert

    2 weeks ago

    Toronto, Ontario, Canada CI Financial Full time

    At CI Financial, we're seeking a highly skilled and experienced Director, Tax, Retirement and Estate Planning to join our team. This is a unique opportunity to work with a leading global wealth management and asset management advisory services company.Job OverviewThe Tax, Retirement and Estate Planning team at CI Financial provides tax, retirement and estate...

  • Tax and Estate Planning Consultant

    4 weeks ago

    Toronto, Ontario, Canada Foresters Financial Full time

    Job Title: AVP, TaxJob Summary: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 responsible for providing expert advice and guidance to ensure that clients receive the best...

  • Tax and Estate Planning Director

    3 weeks ago

    Toronto, Ontario, Canada CI Financial Full time

    Job OverviewCI 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...

  • Tax and Estate Planning Director

    3 weeks ago

    Toronto, Ontario, Canada CI Financial Full time

    Job OverviewCI 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...

  • Senior Tax and Estate Planning Consultant

    2 weeks ago

    Old Toronto, Ontario, Canada Foresters Financial Full time

    Job Title: AVP, TaxThe 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...

  • Tax and Estate Planning Consultant

    3 weeks ago

    Toronto, Ontario, Canada Foresters Financial Full time

    Job Title: AVP, TaxJob Summary: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 responsible for providing expert advice and guidance to ensure that clients receive the best...

  • Tax and Estate Planning Consultant

    3 weeks ago

    Toronto, Ontario, Canada Foresters Financial Full time

    Job Title: AVP, TaxJob Summary: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 responsible for providing expert advice and guidance to ensure that clients receive the best...

  • Tax and Estate Planning Consultant

    4 weeks ago

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

    AVP, Tax & Estate PlanningForesters Financial is seeking a highly skilled and experienced AVP, Tax & Estate Planning to join our team. As a key member of our organization, 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 Consultant

    3 weeks ago

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

    AVP, Tax & Estate PlanningForesters Financial is seeking a highly skilled and experienced AVP, Tax & Estate Planning to join our team. As a key member of our organization, 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 Consultant

    3 weeks ago

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

    AVP, Tax & Estate PlanningForesters Financial is seeking a highly skilled and experienced AVP, Tax & Estate Planning to join our team. As a key member of our organization, 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 Consultant

    3 weeks ago

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

    AVP, Tax & Estate PlanningForesters Financial is seeking a highly skilled and experienced AVP, Tax & Estate Planning to join our team. As a key member of our organization, 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...

  • Senior Tax and Estate Planning Consultant

    2 weeks ago

    Toronto, Ontario, Canada Foresters Financial Full time

    Job SummaryThe Senior Tax and Estate Planning Consultant 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 responsible for providing expert advice and guidance to ensure that clients receive the best possible solutions for their tax...

  • Senior Tax and Estate Planning Consultant

    2 weeks ago

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

    Senior Tax and Estate Planning ConsultantForesters Financial Services, Inc. is seeking a highly skilled Senior Tax and Estate Planning Consultant to 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...

  • Tax and Estate Planning Consultant

    4 weeks ago

    Toronto, Ontario, Canada Foresters Financial Full time

    Job Title: AVP, TaxCareer OpportunityRole Title: AVP, Tax & Estate PlanningPurpose of role: 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 focused on delivering exceptional tax...

  • Tax and Estate Planning Consultant

    4 weeks ago

    Toronto, Ontario, Canada Foresters Financial Full time

    Job Title: AVP, TaxCareer OpportunityRole Title: AVP, Tax & Estate PlanningPurpose of role: 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 focused on delivering exceptional tax...

  • Tax Planning Expert

    2 weeks ago

    Old Toronto, Ontario, Canada Grant Thornton - Canada Full time

    Unlock Your Potential as a Senior Tax ManagerAt Grant Thornton - Canada, we're committed to helping our clients succeed in a rapidly changing business environment. As a Senior Tax Manager, you'll play a key role in advising clients on complex tax matters, establishing deep trusting relationships, and providing personalized solutions.Key...

  • Estate Planning Specialist

    4 weeks ago

    Toronto, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryAs a key member of the Wealth Management Services team at Royal Bank of Canada, the Will & Estate Consultant plays a vital role in collaborating with Investment Advisors to provide expert consulting services to their clients. These services are then implemented in coordination with the clients' tax and legal advisors.Job DescriptionWhat is the...

Tax and Estate Planning Expert

2 months ago

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

We 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.


Key Responsibilities

The successful candidate will be responsible for providing 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
  • Consulting and Advisory Support
  • Provides 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, taking into account the needs of the Advisor and their clients.
  • Provides tax expertise and analysis on new product development initiatives.
  • Supports other internal partners with tax and legal expertise.
  • Represents the company on industry or internal committees regarding legislative and company initiatives related to insurance products.
  • Fosters effective working relationships with the Broker community and advanced tax and estate experts.
  • Reviews financial plans for opportunities for advanced insurance solutions.
  • Collaborates with VIP Advisors on advanced and/or complex insurance questions and issues to develop value-added client solutions.

Education and Technical Resources
  • 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 concerning tax, estate planning, and regulatory matters.
  • Increases the knowledge and understanding of Advisors, Wholesalers, and other key stakeholders regarding insurance products by supporting and developing sales concepts/strategies, including supporting illustrations and presentations.
  • Develops and communicates materials regarding new and/or changing legislation.
  • Updates and maintains technical reference materials in English and French to ensure accuracy and currency.
  • Assists and coaches the Inside Sales Team in providing effective assistance.

Research
  • 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.

Key Qualifications
  • Education (minimum required): Legal or accounting designation with tax experience (e.g., Masters in Tax or CICA in-depth tax course).
  • CFP and/or TEP designations are an asset.
  • Experience (minimum required): Expertise in the taxation of private companies, trusts, estate planning, and financial planning skills are strong assets.
  • Minimum 10 years' experience in a similar position.
  • Extensive experience dealing with and managing advisors and their expectations.
  • 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 think creatively to identify sales and product opportunities.
  • 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 PowerPoint presentations to support a sales concept package.
  • Ability to understand and apply complex legislation to sales situations and to provide meaningful direction and product feature application to the various distribution channels in a way that educates them and serves insurance customers best.
  • 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.
  • Excellent organizational and prioritization skills and ability to meet tight deadlines.
  • Computer software knowledge (Microsoft Office Excel, PowerPoint, Word, Teams).
  • Bilingual in French is an asset.