Strategic Director, Corporate Planning and Tax Optimization

2 days ago


London, Ontario, Canada The Targeted Strategies Group Full time

As a member of our elite team at The Targeted Strategies Group, you will play a pivotal role in creating and implementing tailored insurance solutions for ultra-high net worth clients.

About the Role

We are seeking an experienced Senior Manager to lead our high-quality team of professionals in finding innovative insurance solutions for business owners and their families. Your expertise in corporate law and estate planning will be instrumental in defining and executing strategies that drive business growth and client satisfaction.

Main Responsibilities:

  1. Collaborate with clients and their advisors to identify objectives and define impactful solutions with our technical design and analytics teams.
  2. Lead successful solution implementation and strategic client service review to ensure alignment with client needs.
  3. Develop solutions skills through transactional work and participate in new idea development using competitive intelligence and proprietary IP.
  4. Act as ambassador for the company, promoting our mission and values, and fostering teamwork and effective communication within the organization.

Qualifications and Requirements:

  • CPA, MBA, CFA, CLU, TEP, FEA, or JD/LLB designation.
  • Expertise in corporate law and estate planning for private enterprises.
  • Proven exceptional leadership and integrity.
  • In-depth knowledge of Canadian insurance, banking, and tax and estate planning.
  • Experience as a relationship manager/account manager.
  • Excellent verbal and written communication and ability to deliver complex presentations to stakeholders.

The Targeted Strategies Group is an equal opportunity employer, valuing diversity and inclusion in the workplace. We encourage all qualified candidates to apply.



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