Title: Director, Advance Planning (Bilingual - Mandarin fluency )

Duration: 6 months (with a possibility of extension)

Start Date: ASAP

Location: One York Toronto

Work Arrangement: Telecommuter/Remote (source within GTA only. Talent will require to go meet clients at their offices )

Strong presentation skills to present in seminars; these presentations are in English and Mandarin

Job Description

The Director, Advanced Planning is accountable for the delivering advanced tax and estate planning advice to end Clients through financial advisors; and for providing education to the financial advisors and internal audiences as a subject matter expert for new and existing tax effective products and services .

As a tax and estate planning expert , the DAP is also responsible for keeping the Regional Sales Team current with their knowledge of tax and estate planning solutions . By partnering with the Regional Sales Director, the DAP will drive sales by providing Advisors with case consultation and support through the delivery of the best tax efficient insurance solutions for the Client and solidify our partnership with Advisor and their Firm.

What do you need to succeed?

- Strong knowledge of personal and corporate tax planning background ,



including but not limited to such tax planning areas such as Retirement Compensation Arrangements, charitable gifting, wills and trusts, and the dynamics of business ownership and succession planning.
- Excellent understanding of industry trends and their implication on achieving business sales results/objectives.
- Experience and comfortable 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
- Strong knowledge of personal and corporate taxation
- CPA, LL.B or FCIA designation
- Completion of the CICA In-depth Tax Program and the In-Depth Tax Issues for the Owner Manager Business course (considered an asset)
- Minimum of 5 years' of professional experience within the financial services industry.

Note: AI-enabled tools may be used to sort applications based on job-related criteria. All AI generated results are vetted by our team and the decision of which candidates move forward is always made by a human.

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📌 Director, Advance Planning (Toronto)
🏢 Bevertec
📍 Toronto