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 conceptsDevelop and present educational material nationwideCollaborate closely with sales teams for effective outreachConduct ongoing research to stay ahead of industry changesEngage in media opportunities to discuss relevant topicsRequirements:8+ years in tax and estate planningDesignation in accounting or law preferredStrong presentation skills for diverse audiencesFamiliarity with Canadian tax legislationEffective in remote team collaborationYour leadership in tax and retirement planning will pave the way for greater advisor success at CI GAM.

📌 Vp, Tax & Retirement Planning At Ci Gam (Calgary)
🏢 CI Financial
📍 Calgary