Physicians Planning/Tax Strategy

3 weeks ago

Ottawa, Canada MD Financial Management Full time

Is this role right for you?

In this role you will:

Lead the strategic and tactical implementation of best-in-class advice and solutions specifically related to advanced financial planning topics including but not limited to, medical professional corporation advice, tax planning strategies, pension-based initiatives and enhanced financial case support.

Lead the creation, national delivery, and enhancement of tax-focused specialty knowledge streams to regional leaders and Advisors and work closely with the MDM front office to support current and evolving projects and requirements.
Act as a key partner to various teams including; MD Signature, MD Wealth Strategy, MD Planners, and the rest of the MD Financial Planning Centre of Excellence regarding best practices and processes across the tax planning specialty field.
Engage key stakeholders including but not limited to Marketing, Compliance, Taxation, and IT with respect to creating, reviewing, enhancing and implementing tools, products, services, processes, strategies and training on the tax planning topic within the financial planning process. This includes developing and deploying strategies to solve for gaps related to tools, processes and practices.
Spearhead specialized financial planning MD project initiatives in your areas of expertise and provide support to other financial planning general initiatives.

Provide support to advisors and leadership teams by promoting and driving strong financial planning engagement and business results by:

Maintaining a strong level of knowledge and understanding of the needs of physicians and how this relates to the MD business, as well as the short and long-term business objectives and goals in order to align advice to meet these needs.
Identifying financial planning tactics to improve the client experience and ensuring the right solutions are being presented to meet client and business objectives.
Developing physician focused strategies and tactics to incorporate identified industry and internal best practices into the financial planning business, while staying current with external market conditions and influences
Creating financial planning (Medical Professional Corporation) practice standards while partnering with regulatory and operational teams on the adherence and monitoring of such standards.
Working with advisor and planners to develop national best practices for financial planning performance and implementation techniques.
Working with various teams of advisors, specialists, and leaders to optimize collaboration that would help drive business results and ensure key messages, content, tools, etc. are being utilized.
Contributing to the creation/delivery of learning /presentations to increase advisor engagement in the financial planning process and to increase understanding of how to engage physicians and their households in the financial planning process.
Acting as a subject matter expert in external communications, presentations, media requests etc.
Staying up to date with changes in tax rules that would impact physician and non-physician clients and their financial plans. 
Understanding how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.

Contribute to the effective functioning of the Financial Planning Centre of Excellence by:

Participating actively in team learning development activities and team performance achievements.
Building effective working relationships across the team and with various business lines and corporate function contacts.
Maintaining a high level of customer service – which may mean supporting our end clients (Canadian Physicians and their families) or your internal clients (MD’s advisor network), in a timely and professional manner
Facilitating a culture of open and honest communication.
Actively participating and contributing to group touch bases and team meetings.
Encouraging the generation of new ideas and approaches. 
Actively share knowledge and experience to enhance the development of all team members.
Developing and executing a meaningful employee development plan.

The Must Haves:

University degree Accredited taxation designation (CA, CPA, CMA etc.) Accredited financial planning designation (CFP, Pl.Fin -IQPF applicable for Quebec) Excellent written and presentation skills 10+ years of experience as a practicing financial planner/advisor/leader and/or tax industry experience in supporting client level advice. Comprehensive technical and behavioural understanding and execution of the financial planning process including strong capabilities in the tax, insurance, and estate planning fields along with other financial planning areas such as investments, asset protection, retirement, and cash management. Working knowledge of the wealth management business line including the value proposition, the products and services it provides to clients, and the manner in which they are delivered.

Desirables:

Life Insurance license or Knowledge of insurance products and solutions. Knowledge of integrating taxation principles into the financial planning process. Knowledge in facilitating successful business line, staff discussions, negotiations including strategic influencing and people management skills to facilitate strong teamwork and co-ordinated execution of multiple deliverables. Demonstrates an in-depth understanding of the complex nature of all stages of a physicians’ lifecycle including, medical schools, residency and new to physician practice to develop strategies. Experience with, and knowledge of, various financial planning software/applications. Bilingual (written and oral) would be an asset.


Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:

Strong Presentation skills particularly related to financial matters. The ability to communicate complex concepts clearly and effectively.  Ability to work as part of an interdependent team and individually when required. Works well with autonomy and is an excellent communicator in a modern, flexible work environment. Proven skills and experience in building and maintaining effective working relationships with clients, peers, client facing advisors, leadership, and senior management. Superior time management and prioritization skills and the ability to manage multiple projects at the same time.

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