Senior Director, Professional Services

Description
PPI company overview:
PPI (an independent subsidiary of iA Financial)
is an Insurance Marketing Organization that sits between independent advisors and insurance companies. From coast-to-coast, we provide value-added services and support such as digital tools, education, marketing, and processing, to help Advisors elevate and grow their business with a socially responsible mindset.

At PPI, each day you have the opportunity to make a meaningful difference when you support our independent insurance advisors in providing financial security and peace of mind to their clients: Canadian families and businesses.

When you join PPI you will be part of a diverse, inclusive and equitable place to work that values different perspectives. You will benefit from a culture that is people-focused, inclusive and collaborative with opportunities to learn and develop your skills, develop your career and make a meaningful impact.

Our people drive our progress through innovative ideas and a commitment to excellence. We work hard and always ensure we have fun along the way.

PPI is pleased to provide employees with the flexibility of a hybrid work environment. This role is eligible for working from home up to 3 days per week.

For more information about PPI visit:

Senior Director, Professional Services:
An experienced professional with in-depth knowledge of tax and estate planning, you will part of PPI's Professional Services team (PPIPS) and will cover case work in Ontario and Atlantic Canada as well as collaborating with the team across Canada. The team consists of accountants, lawyers, and actuaries who collaborate with life insurance advisors, their clients, and their clients' tax and legal professionals.

Key Responsibilities:

• Provide insights into income tax, estate and business planning as it relates to life insurance opportunities for business owners, professionals, and high-net-worth clients.
• Provide detailed research and analysis regarding tax issues, legislation and strategies for business succession, retirement compensation arrangements, charitable gift planning, estate planning, etc.
• Work collaboratively with the Business Development and Underwriting teams to develop and present custom proposals and tailored insurance solutions for identified large, complex cases in the high net worth (HNW) and ultra-HNW market.
• Respond to tax and estate planning inquiries from insurance advisors and corporate personnel.
• Communicate with professional advisors to discuss issues and recommendations.
• Prepare presentations on relevant topics to life insurance advisors, life insurance industry and professional groups, and professional advisory firms.
• Maintain professional standards and designations through continuing education and professional development.
• Travel to multiple locations required.
• Engage in actions that encourage, reflect and align with PPI's ESG (Environmental, Social and Governance) commitments to our Advisors, their clients and our employees.

Education, Skills and Experience:

• Chartered professional accountant or lawyer
• A minimum of 8 years' income tax experience (including owner manager and estate planning and completion of the CICA In Depth Income Tax course)
• Professional designations of TEP, CFP, and/or CLU an asset
• A strong working knowledge of tax and estate planning for high-net-worth individuals and business owners
• A strong working knowledge of the taxation of trusts, estates and private corporations
• Demonstrated marketing and entrepreneurial instincts
• Excellent analytical and critical thinking skills
• Excellent communicator with strong presentation skills
• Outstanding interpersonal skills with the ability to develop and maintain business relationships

We thank all applicants for applying, however, only those selected for an interview will be contacted. Your resume may be used for other vacancies.