Apply advanced tax expertise to life insurance planning as Westward’s customer-facing Director, supported by a home-office structure and Microsoft Teams.
This senior technical resource advises affluent business owners, families, clients, accountants, lawyers, and professional advisory teams. You will address estate preservation, business succession, wealth protection, risk management, and charitable giving. The work centers on tax-effective life insurance solutions.
Key Responsibilities: Provide advanced tax-driven life insurance planning expertise
Quantify insurance needs and develop recommendations with sales
Manage implementation of documented life insurance solutions
Review tax reporting and legislative impacts
Support responses to Canada Revenue Agency audits
Requirements: University degree or equivalent business experience
CPA designation and CPA In-Depth Tax Program completion
At least seven years of relevant experience
Advanced life insurance, personal, corporate, and estate tax knowledge
Strong communication, Excel, Power Point, math, and time management skills
Bring precise tax, estate planning, and life insurance expertise to complex client situations at Westward.

📌 Director advanced tax estate planning (Vancouver)
🏢 Westward Advisors
📍 Vancouver