Strategic Tax and Estate Planning Lead
2 days ago
Mackenzie 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 will play a vital role in identifying tax and estate planning issues, providing detailed responses to inquiries, and supporting sales teams in advisor/investor education.
Key Responsibilities- Tax and Estate Planning Support: Provide guidance on tax and estate planning strategies to financial advisors and planners to assist them in protecting and growing their clients' wealth.
- Research and Development: Conduct research and develop comprehensive tax and estate summary reports for high-net-worth clients.
- Advisor/Investor Education: Support sales teams in educating advisors and investors on tax-free savings plans, registered disability savings plans, and charitable giving funds.
- Expertise: Strong understanding of philanthropy, donor advised funds, disability planning, and estate laws in Canada.
- Industry Knowledge: Proficiency in the mutual fund industry and knowledge of various tax and estate planning resources.
- Certifications: Completion or working toward completion of Levels I, II, and III of the CPA In-depth Tax Course.
Mackenzie Investments is one of Canada's leading diversified wealth and asset management companies with approximately $252 billion in total assets under management. We provide a broad range of financial planning and investment management services to help Canadians meet their financial goals.
What We OfferWe offer a competitive salary of $120,000 - $160,000 per year, depending on experience, plus additional benefits such as health and dental coverage, retirement plan matching, and professional development opportunities.
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