Vice President, Estate & Retirement Planning

Transform financial advisory services as Vice President in CI Global Asset Management’s Tax, Retirement, and Estate Planning team based in Toronto. Lead the way in enhancing advisor relationships.

As a VP at CI GAM, you will leverage over 8 years of specialized experience in tax and estate planning to guide our sales and advisor teams across Canada. Your expertise will ensure CI GAM stays ahead of legislation and market strategies, providing valuable insights and presentations. Creating relevant educational materials and engaging with the advisory community will be critical in your role.

Key Responsibilities:

• Serve as a resource for detailed tax planning inquiries

• Educate on relevant legislative changes and solutions

• Participate in seminars and road shows to share insights

• Create and publish articles for advisor education

• Research trends and build beneficial sales strategies

Requirements:

• Minimum 8 years of experience in relevant fields

• Expert knowledge in tax and estate planning

• Preferred CPA or legal designation

• Strong communication and research abilities

• Capacity to work with remote teams effectively

Become a driving force in tax and estate planning at CI GAM, shaping the future for financial advisors in Toronto.
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