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Wealth Management

Director, Tax & Estate Planning — Wealth Strategy Leader

Job in Toronto, Ontario, C6A, Canada
Listing for: PLATFORM Insurance
Full Time position
Listed on 2026-01-02
Job specializations:
  • Management
    Wealth Management
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 140000 CAD Yearly CAD 140000.00 YEAR
Job Description & How to Apply Below
A national Canadian insurance brokerage is seeking a Director of Tax & Estate Planning in Toronto. This full-time role focuses on providing advanced life insurance services for high-net-worth families and business owners. The ideal candidate will have a CPA CA, with experience in tax advisory and ownership structures. Strong client relationship skills and collaborative abilities across teams are essential. Salary between 140, CAD annually.
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