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 cutting-edge 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
- Strong 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