Director, Advance Planning (Bilingual-English/Mandarin):

On behalf of our Financial Services client, Procom is searching for a Director, Advance Planning (Bilingual-English/Mandarin) for a contract position based in the Central North East Region of Toronto.

Director, Advance Planning (Bilingual-English/Mandarin) - :

The Director of Advanced Planning is responsible for delivering advanced tax and estate planning advice to clients through financial advisors, and educating financial advisors and internal audiences on tax-efficient products and services. The role involves supporting the Regional Sales Team and driving sales by providing case consultation and support for tax-effective insurance solutions.

Director, Advance Planning (Bilingual-English/Mandarin) - Responsibilities:

- Develop a thorough understanding of various distribution channels by establishing and enhancing relationships
- Promote and deliver effective tax and estate planning advice to the sales team and key distribution partners
- Deliver and promote sales tools that support financial planning concepts and specialty needs analyses
- Work with High Net Worth Clients and their allied professionals to identify tax-planning opportunities
- Consult in the creation and deployment of consumer/allied advisor reference materials
- Deliver training workshops and associated materials for financial advisors




- Deliver client seminars and associated materials
- Participate in case development, including case research and special illustration
- Participate in industry profile-building activities
- Keep current on tax and estate planning issues through research

Director, Advance Planning (Bilingual-English/Mandarin) - Mandatory Skills:

- Strong knowledge of personal and corporate tax planning
- Excellent understanding of industry trends and their implications
- Experience working in the High Net Worth Market
- Strong organization and analytical skills
- Excellent presentation, facilitation, and training skills
- Strong interpersonal and influencing skills
- Strong verbal and written communication skills

Director, Advance Planning (Bilingual-English/Mandarin) – Nice-to-Have Skills:

- CPA, LL.B, or FCIA designation
- Completion of the CICA In-depth Tax Program
- Completion of the In-Depth Tax Issues for the Owner Manager Business course

Director, Advance Planning (Bilingual-English/Mandarin) – Assignment Length:

This is a 6-month contract with the possibility of extension

Director, Advance Planning (Bilingual-English/Mandarin) - Start Date:

ASAP.

Director, Advance Planning (Bilingual-English/Mandarin) - Assignment Location:

Telecommuter/Remote (regular travel to client sites)

📌 Director, Advance Planning (Bilingual-English/Mandarin) (Ontario)
🏢 Procom
📍 Ontario