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 productsPresent on tax and estate planning trends and solutionsDevelop educational content and conduct interactive seminarsEngage with sales teams to identify growth opportunitiesMonitor industry trends and legislative changesRequirements:Minimum 8 years in tax and estate planningExpertise in retirement planning and client taxationStrong preference for CPA or legal qualificationsSuperior communication and facilitation skillsAbility to thrive in a remote and energetic working environmentDrive growth and support client wealth at CI Financial in this influential VP role.

📌 Tax, Retirement & Estate Vp Role Ci Financial (Toronto)
🏢 CI Financial
📍 Toronto