Vice President of Tax and Estate Planning

Lead tax, retirement, and estate planning at CI Global Asset Management from Toronto. Utilize expert knowledge to empower financial advisors with valuable insights and support.

CI Advisor Consulting is seeking a Vice President to join its Tax, Retirement, and Estate Planning team. This pivotal role requires at least eight years of specialized experience to educate and assist financial advisors across Canada. You will work closely with sales teams, providing crucial insights on legislative changes and developing educational content to support client wealth management strategies.

Key Responsibilities:

• Collaborate with advisors to enhance client service offerings

• Serve as a subject matter expert in tax and estate planning

• Conduct educational presentations and consultations

• Develop informative content and articles for display

• Research industry trends and share knowledge with teams

Requirements:

• Minimum 8 years in tax and estate planning

• Expert knowledge of private client taxation

• Accounting or legal designation preferred

• Strong communication skills in English and French

• Proficient in tax planning resources

Utilize your expertise in tax and estate planning to drive success for financial advisors at CI GAM.
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