Tax and Estate Planning Director

3 weeks ago

Toronto, Canada Fidelity Investments Full time

Description

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 of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future. 

Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best - both personally and professionally.

The Opportunity

Fidelity Private Wealth offers high net worth clients a holistic wealth management experience. As an exciting new distribution channel, there are several growing areas to help shape the business into a competitive enterprise in wealth management.

The Tax and Estate Planning Director will be responsible for providing comprehensive and integrated wealth planning services and support to Relationship Managers and their high net worth clients. This includes face-to-face meetings, presentations to groups of clients and centers of influence, and content creation on value-added insights.

Recognizing the complex needs of our clients, the Tax and Estate Planning Director will take a holistic approach to identifying clients needs and proactive planning opportunities, leverage past experiences in tax and estate planning. The position provides the opportunity to collaborate with members of the Private Wealth client-facing team and internal tax and retirement research professionals. The Tax and Estate Planning Director will be a key contributor in delivering a best-in-class experience our clients value.

The core focus for this role is to support Fidelity Private Wealth and its clients. An understanding of Fidelity’s other distribution channels is an asset, and where applicable, provide support in tax and estate matters to be the benefit of the broader organization.

What You Will Do

-Deliver Exceptional Client Experience

Meet with Relationship Managers and their high net worth clients and prospects to discuss tax planning strategies

Present tax plans for clients and work with their existing professionals on timely implementation

Provide direction and coordinate the implementation of wealth strategies, including meeting with the clients’ professional advisors (e.g. lawyers, accountants, and actuaries)

Respond to inquiries and prepare memos relating to specific wealth planning matters from clients, client-facing team and internal staff

Collaborate on the development and implementation of wealth planning service standards and design complex wealth planning strategies for the unique needs of the high net worth clients

Demonstrate and promote our collaborate wealth planning process

Provide comprehensive and integrated wealth planning services and support to Relationship Managers and high net worth clients.

Partake in face-to-face meetings, presentations to groups of clients and centers of influence, and content creation on value-added insights

-Produce Value-added Content

Prepare value-added articles and reference materials on a variety of wealth planning topics as well as technical content for business development and client retention

Lead seminars and presentation on wealth planning services to clients, prospects, and centers of influence

Provide analysis on tax changes and how they impact high net worth clients and the Private Wealth business

Communicate tax and other wealth topics through publications, presentations, and media interviews

Coordinate to ensure consistency in communication on wealth planning topics with other internal Fidelity departments

-Support Internal and External Training Efforts

Develop a training program on wealth planning matters for Relationship Managers and clients

Train and educate Relationship Managers and internal staff on tax planning matters

Identify and research select issues relevant to the Private Wealth business

-Develop/Maintain Wealth Planning Service Standards

Define operational structure for wealth planning services with key stakeholders

Develop an onboarding process to maximize Relationship Manager and client experience

Create a strong risk culture by working with internal compliance and regulatory personnel to maintain and enhance the necessary requirements

What We’re Looking For

University degree or equivalent work experience

A professional accounting or legal designation

Completion of the In-Depth Tax Program (IDTP), CBA Tax Law for Lawyers program, Master of Taxation, or equivalent

Certified as a Trust and Estate Practitioner (TEP)

7+ years of relevant experience/extensive experience specializing in tax and estate planning

Demonstrated excellence in designing and implementing complex tax and estate planning strategies

Experience in working with cross border clients and their wealth management issues

Financial planning and experience working with family enterprise clients on advisory/succession planning is a nice to have

Bilingual in English and French is an asset

Have or working towards a financial planning designation (e.g. PFP, CFP) and family business advisory designation (e.g. FEA) or other designation such as the CSC is a bonus

What You Will Bring

In-depth understanding of tax and estate issues

Ability to communicate complex wealth planning strategies in an understandable way to clients and their professional advisors

Strong organizational, analytical skills and attention to detail

Ability to collaborate with other internal partners

Excellent communication and presentation skills (verbal and written) for large and small groups

Ability to work independently and as part of a team

Exceptional relationship management skills and client-centric focus

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