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. #J-18808-Ljbffr

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