Vice President, Professional Services at PPI

Location: Quebec

Lead the way in tax and estate planning as PPI’s Vice President, Professional Services in Montreal, Quebec. Collaborate with a team of experts to provide insights to insurance advisors and their clients.

As an integral part of PPI’s Professional Services team, you will utilize your extensive knowledge in income tax and estate planning.

Your role involves preparing technical reports, collaborating on complex proposals for high net worth clients, and offering actionable insights to enhance the value provided to advisors. This position offers a hybrid work environment, allowing you to balance remote work with in-office expectations.

Key Responsibilities:

• Prepare detailed tax and estate planning reports for advisors

• Develop custom insurance proposals for large cases

• Respond to inquiries from advisors and corporate teams

• Communicate with professional advisors regarding recommendations

• Conduct training on tax and estate planning topics

Requirements:

• Chartered professional accountant or lawyer

• Minimum 10 years of income tax experience

• Knowledge of taxation for high net worth individuals

• Strong communication skills in English and French

• Commitment to professional development and confidentiality

Bring your expertise in tax and estate planning to PPI and help shape financial futures.
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