Director, Tax and Estate Planning

Director, Tax and Estate Planning Company: Mackenzie Investments (part of IGM Financial Inc.) Grade: P9 | Referral Level: Level 3 | Division: MI-DR IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments. Mackenzie Investments, founded in 1967, serves as a comprehensive asset‑management partner for Canadian financial advisors and their clients. At Mackenzie Investments you can build your career with confidence. We are proud to be recognized as one of Canada’s Top 100 Employers and Best Diversity Employers. Our vision and strategy aim to innovate the industry and support Canadians in achieving their financial goals. We offer a hybrid work environment, with three days a week in the office, fostering collaboration and learning. The Tax and Estate Planning team provides tax and estate planning support to advisors and planners to protect and grow their clients’ wealth. This position reports to the Vice President, Tax and Estate Planning and is located in the Toronto office. Responsibilities Work with and assist Ontario and Atlantic Canada based Retail Distribution teams in accelerating business development opportunities. Identify tax and estate planning issues encountered by financial advisors and provide detailed responses via the Tax and Estate Planning Resource Centre. Work with Retail Distribution teams to provide education and up‑to‑date information in presentations to advisors and investors. Support Retail Distribution teams in advisor/investor education relating to the Mackenzie Charitable Giving Fund and Registered Disability Savings Plan. Present at Dealer and at Mackenzie Investments Due Diligence conferences. Actively develop content on various tax and estate planning subject matters. Support Mackenzie Private Wealth by researching and developing comprehensive tax and estate summary reports for high‑net‑worth clients. Collaborate with other members of the Tax and Estate Planning team as needed. Conduct research to assist the VP in preparing for print and/or broadcast media interviews. Qualifications Expert understanding of Canadian domestic tax. Strong knowledge of philanthropy, donor advised funds, and disability planning. In-depth understanding of Canadian estate laws. Proficiency in wills, estates, and trust administration. Good grasp of the mutual fund industry to ensure services stay within department mandate. Excellent verbal, written, and presentation skills. Proficiency using tax and estate planning resources (Income Tax Act, CRA guides, Ernst & Young databases, CCH Canada databases, etc.). Legal or accounting designation (JD, LLB, LLM, taxation law, MTax, CPA). TEP, CFP, or FEA designations are assets. Progress towards completion of Levels I, II, III of the CPA In‑Depth Tax Course is an asset. Travel is a major component of this role. Benefits Competitive base salary ($135,500‑$164,000 depending on skills and location), performance‑weighted bonus, education/career support, and option to join Employee Share Purchase Plan with employer matching. Competitive health and dental coverage, with employer‑sponsored coverage for you and your family. Voluntary Group RRSP enrolment with employer matching. Employer‑sponsored short‑term and long‑term disability insurance. Paid volunteer days, 10 wellness days off, WorkPerks discount program, hybrid & flex work arrangements. Inclusive culture and diversity—engage through Business Resource Groups and our core values. The expected annual base salary range is $135,500–$164,000, plus short‑term incentive, health and wellbeing benefits, retirement and savings plan, paid time off, and career development opportunities. IGM is a diverse workplace committed to doing business inclusively – we encourage applications from all qualified candidates representing the diversity present across Canada, including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender‑diverse and neurodiverse individuals. Mackenzie Investments is an accessible employer committed to providing a barrier‑free recruitment experience. If you require accommodation or this information in an alternate format, please contact the Talent Acquisition team. Interested candidates should submit their resume and cover letter detailing qualifications and experience to . We thank all applicants; only those selected for an interview will be contacted. #J-18808-Ljbffr