Step into a leadership role at Worldsource as the National Director, specializing in Tax, Estate, and Insurance Planning. This position is vital for delivering expert consultation on advanced planning strategies across Canada.As a thought leader, your role will encompass guiding advisors on complex estate and tax strategies while also helping establish Worldsource as a trusted resource in the Canadian insurance landscape. You will craft educational resources, present at significant events, and engage with industry specialists to shape best practices and client strategies in advanced planning.Key Responsibilities:
Provide strategic guidance to advisors across Canada
Review advanced planning cases productively
Create educational materials including white papers
Deliver presentations at key industry events
Monitor changes in legislation and regulationsRequirements:
10+ years of experience in advanced planning
Expertise in taxation and estate matters
Robust public speaking and content writing abilities
Preferred qualifications: CPA, CLU, or TEP
In-depth knowledge of corporate-owned life insuranceUtilize your expertise to drive advancements in tax and estate planning at Worldsource.#J-18808-Ljbffr

📌 National Expert In Tax And Estate Planning Vancouver
🏢 IDC Worldsource Insurance Network
📍 Vancouver