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 educationPresent tax-related information at CI conferencesPrepare and deliver training materials for sales teamsConduct research on tax and estate planning trendsCreate articles on value-added propositions for wider audiencesRequirements:8+ years in tax and estate planningCPA, CA, or relevant legal credentials preferredStrong analytical and project management skillsExcellent communication and presentation abilitiesKnowledge of Canadian asset management industryLeverage your expertise to enhance the sales effectiveness of CI GAM while building lasting partnerships.#J-18808-Ljbffr

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