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 prospects 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.
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📌 Toronto Vice President For Estate & Tax Planning Alberta (Canada)
🏢 CI Financial
📍 Canada