Senior Vp, Tax & Estate Strategy For High Net Worth Montreal

14 Aug

iA Financial Group

Montreal

14 Aug

iA Financial Group

Montreal

PPI Management Inc. is seeking a seasoned tax and estate planning qualified to join the PPI Skilled Services team. You will consult with life insurance advisors, their clients and professionals to provide sophisticated planning insights and comprehensive reports.

The role requires CPA or lawyer credentials with 10+ years of tax experience, and fluency in English and French. You will contribute to large, complex cases and participate in ongoing education and ESG initiatives.

📌 Senior Vp, Tax & Estate Strategy For High Net Worth Montreal
🏢 iA Financial Group
📍 Montreal

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