Join CI Global Asset Management as a Vice President in Toronto, focusing on tax and estate planning strategies. Develop impactful relationships with financial advisors and sales teams. The CI Advisor Consulting’s TREP team is looking for a Vice President with extensive experience in tax, retirement, and estate planning.

Your role will focus on supporting financial advisors through detailed consultations, presentations, and innovative educational content. You will collaborate with advisors to identify sales opportunities and ensure compliance with evolving legislation. Key Responsibilities:

- Strengthen relationships with advisors through education
- Present tax-related information at CI conferences
- Prepare and deliver training materials for sales teams
- Conduct research on tax and estate planning trends
- Create articles on value-added propositions for wider audiences Requirements:
- 8+ years in tax and estate planning
- CPA, CA, or relevant legal credentials preferred
- Solid analytical and project management skills
- Excellent communication and presentation abilities
- Knowledge of Canadian asset management industry Leverage your expertise to enhance the sales effectiveness of CI GAM while building lasting partnerships.

📌 Toronto Vice President for Estate & Tax Planning (Calgary)
🏢 CI Financial
📍 Calgary