Drive impactful tax and estate planning initiatives as Vice President with CI Global Asset Management in Toronto. Empower a nation of financial advisors with your expertise.

The role of Vice President in the Tax, Retirement, and Estate Planning team is critical to supporting CI Advisor Consulting's mission. With at least eight years of relevant experience, you will engage with financial advisors across Canada to enhance their understanding of complex tax legislation and estate planning strategies. Your efforts will contribute to the growth of CI GAM’s product offerings through training and informative content creation.

Key Responsibilities:
• Advise advisors on tax and estate planning concepts
• Develop and present educational material nationwide




• Collaborate closely with sales teams for effective outreach
• Conduct ongoing research to stay ahead of industry changes
• Engage in media opportunities to discuss relevant topics

Requirements:
• 8+ years in tax and estate planning
• Designation in accounting or law preferred
• Robust presentation skills for diverse audiences
• Familiarity with Canadian tax legislation
• Effective in remote team collaboration

Your leadership in tax and retirement planning will pave the way for greater advisor success at CI GAM.
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📌 VP, Tax & Retirement Planning at CI GAM (Alberta)
🏢 CI Financial
📍 Alberta