Transform financial advisory services as Vice President in CI Global Asset Management's Tax, Retirement, and Estate Planning team based in Toronto. Lead the way in enhancing advisor relationships.As a VP at CI GAM, you will leverage over 8 years of specialized experience in tax and estate planning to guide our sales and advisor teams across Canada. Your expertise will ensure CI GAM stays ahead of legislation and market strategies, providing valuable insights and presentations. Creating relevant educational materials and engaging with the advisory community will be critical in your role.Key Responsibilities:Serve as a resource for detailed tax planning inquiriesEducate on relevant legislative changes and solutionsParticipate in seminars and road shows to share insightsCreate and publish articles for advisor educationResearch trends and build beneficial sales strategiesRequirements:Minimum 8 years of experience in relevant fieldsExpert knowledge in tax and estate planningPreferred CPA or legal designationStrong communication and research abilitiesCapacity to work with remote teams effectivelyBecome a driving force in tax and estate planning at CI GAM, shaping the future for financial advisors in Toronto.#J-18808-Ljbffr

📌 Vice President, Estate & Retirement Planning (Toronto)
🏢 CI Financial
📍 Toronto