Senior Tax and Estate Planning Strategist

About Mackenzie InvestmentsMackenzie Investments is one of Canada's leading diversified wealth and asset management companies with approximately $252 billion in total assets under management. Our company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals.Job...

AVP, Tax & Estate PlanningTime Type: Full Time The 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 national in scope and the incumbent will have the opportunity to build a national advisory...

Job DescriptionWe are seeking a highly skilled Senior Financial and Tax Strategist to join our team at LotusFlare, Inc.About the RoleThis is an exciting opportunity to work with a leading technology company specializing in digital transformation solutions. As a Senior Financial and Tax Strategist, you will play a key role in driving financial success and...

Expertise in Complex Tax and Estate PlanningThis role offers the opportunity to develop a national advisory practice, supporting key Advisors, Wholesalers, and business growth. The Assistant Vice President, Tax and Estate Planning will provide consulting support on tax, product, legal, and accounting issues in complex estate, tax, and business planning...

h3>AVP, Tax & Estate Planning Time Type: Full Time AVP, Tax & Estate Planning 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...

AVP, Tax & Estate Planning OpportunityWe are seeking an experienced Tax and Estate Planning Consultant to join our team. As a key member of our advisory group, you will provide consulting support to Advisors and Wholesalers on tax, product, legal, and accounting issues in complex estate, tax, and business planning situations.The ideal candidate will have...

We are seeking a highly skilled Tax Planning Strategist to join our team at CCG Business Solutions, LLC.The ideal candidate will have a minimum of 4 years' practical experience in public practice and a strong background in tax planning strategies. The role involves assisting in the development and implementation of tax planning strategies for various...

Job SummaryWe are seeking a highly skilled Senior Corporate Tax Strategist to join our team at Global Path Consulting Services LLC. This role will be responsible for managing a portfolio of clients, overseeing multiple client engagements, and collaborating with senior staff to identify, evaluate, and resolve tax risks and exposures.The ideal candidate will...

Job SummaryWe are seeking a Senior Manager to join our Domestic Tax team as a key strategic leader in driving business growth and delivering exceptional client service. The ideal candidate will possess strong technical expertise, excellent leadership skills, and a passion for innovation.About the RoleEvaluate client business processes and policies to develop...

Career Opportunity Role Title AVP, Tax & Estate Planning Purpose 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 national in scope and the incumbent will have the...

About UsAt Green Shield Canada (GSC), we're passionate about creating better health for all Canadians. As a leading not-for-profit social enterprise, we bring worlds of coverage and care together to support holistic well-being.We're driven by our mission to empower individuals, families, and communities to thrive through accessible, innovative, and inclusive...

Sun Life Financial is a top provider of life, health and wealth products in the Canadian marketplace.This role represents close to 30 per cent of all Sun Life Financial global revenue and more than 50 per cent of Canadian earnings.As a Senior Financial Planning Strategist, you will partner with Advisors and other experts to provide advanced planning...

Position OverviewMackenzie Investments is seeking a highly skilled Strategic Tax and Estate Planning Lead to join our team in Toronto.About the RoleThis is an exciting opportunity to leverage your expertise in tax and estate planning to support financial advisors and planners at Mackenzie Investments. As a key member of our Tax and Estate Planning team, you...

Job SummaryWe are seeking an experienced Senior Wealth Strategist to join our team in GTA West. As a key member of our Financial Planning Advisory team, you will be responsible for delivering comprehensive financial planning advice and support to high net worth clients.Main Responsibilities:Develop and deliver end-to-end goals-based financial plans by...

Job Description - Current work authorization for Canada is required for all openings._ - You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement._ Company Overview At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range...

About the RoleWe are seeking a Senior Business Planning Strategist to join our team in Toronto, Canada. As a key member of our Wealth Management division, you will be responsible for delivering high-value customized planning and guidance to high net worth business owner clients.Job ResponsibilitiesBusiness Planning: Work with advisors to deliver...

Hiring Alert: Experienced tax professionals are sought after by emergiTEL to fill a key role in their team.The company provides advanced Canadian and US cross-border tax strategies, wealth transfer, and estate planning solutions for high net worth clients, including senior executives, business owners, athletes, and celebrities. This role involves engaging...

Job OverviewRoyal Bank of Canada is seeking a skilled Business Owner Strategist to join its Private Wealth Planning team. As a key member of this team, you will work closely with experienced advisors to deliver high-value customized information and guidance on tax, estate, business succession planning, and overall wealth planning to HNW and UHNW business...

Job SummaryWe are seeking an experienced Senior Corporate Tax Strategist to join our team at Global Path Consulting Services LLC. As a key member of our tax department, you will play a critical role in developing and implementing tax strategies for our clients.About the PositionThe successful candidate will have a proven track record in corporate tax...

Business Partner Network H/FAward-winning Videotron Ltd is seeking a seasoned Real Estate Optimization Strategist to join our team. As a key player in our business, you will be responsible for driving innovation and efficiency in real estate processes.Job OverviewIn this exciting role, you will work closely with cross-functional teams to identify...