Elevate your career with CI Financial as Vice President of Tax, Retirement, and Estate Planning in Toronto. Lead initiatives that enhance advisor knowledge and client wealth management.

CI Global Asset Management is looking for a visionary leader for its TREP team. The VP will provide essential support to financial advisors, ensuring they are equipped with the latest tax, retirement, and estate planning information. This position plays a crucial role in sales growth through training and collaboration.

Key Responsibilities:
• Cultivate relationships with advisors to promote CI GAM products
• Present on tax and estate planning trends and solutions
• Develop educational content and conduct interactive seminars




• Engage with sales teams to identify growth opportunities
• Monitor industry trends and legislative changes

Requirements:
• Minimum 8 years in tax and estate planning
• Expertise in retirement planning and client taxation
• Robust preference for CPA or legal qualifications
• Superior communication and facilitation skills
• Ability to thrive in a remote and dynamic working environment

Drive growth and support client wealth at CI Financial in this influential VP role.
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📌 Tax, Retirement & Estate VP Role CI Financial (Ontario)
🏢 CI Financial
📍 Ontario