Step into a leadership role at Worldsource as the National Director, specializing in Tax, Estate, and Insurance Planning. This position is vital for delivering expert consultation on advanced planning strategies across Canada.
As a thought leader, your role will encompass guiding advisors on complex estate and tax strategies while also helping establish Worldsource as a trusted resource in the Canadian insurance landscape. You will craft educational resources, present at significant events, and engage with industry professionals to shape best practices and client strategies in advanced planning.
Key Responsibilities:
• Provide strategic guidance to advisors across Canada
• Review advanced planning cases productively




• Create educational materials including white papers
• Deliver presentations at key industry events
• Monitor changes in legislation and regulations
Requirements:
• 10+ years of experience in advanced planning
• Expertise in taxation and estate matters
• Solid public speaking and content writing abilities
• Preferred qualifications: CPA, CLU, or TEP
• In-depth knowledge of corporate-owned life insurance
Utilize your expertise to drive advancements in tax and estate planning at Worldsource.
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📌 National Expert in Tax and Estate Planning (Vancouver)
🏢 IDC Worldsource Insurance Network
📍 Vancouver