Lead in tax and estate planning as a skilled director focused on high-net-worth clients. Engage with financial advisors and insurance consultants to develop tailored solutions for complex financial scenarios.
This role requires a seasoned expert to deliver specialized advice across tax and estate planning in a hybrid work model. You'll conduct detailed discoveries to identify client needs, and generate customized plans integrating financial and tax strategies. Collaboration with various teams is key to providing client-centric solutions that meet regulatory changes and market trends.
Key Responsibilities:
• Provide consultation on complex tax and estate strategies
• Conduct detailed discovery sessions with clients
• Develop and present customized financial plans
• Collaborate with cross-functional teams for specialized advice
• Liaise with external advisors and key vendors
Requirements:
• Chartered Accounting (CA) or Legal designation (LLB)
• Bilingual in French and English
• 5-7 years in personal and corporate tax expertise
• Robust knowledge in civil and common law
• Completion of CICA In Depth Tax Course preferred
Elevate client financial success with your expertise in complex tax strategies and estate planning.
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📌 Tax and Estate Planning Director (Quebec City)
🏢 Manulife Financial
📍 Quebec City
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