Description
Lead the Tax, Retirement, and Estate Planning department at CI Global Asset Management in Toronto. Drive advisor support and education while enhancing relationships to optimize product sales.
As the Vice President of Tax, Retirement, and Estate Planning, you will report to the EVP, Head of Distribution. The role requires at least 8 years of professional experience in tax and estate planning, alongside expert knowledge. Focus on delivering educational content and comprehensive support to financial advisors while navigating complex legislation and market trends.
Key Responsibilities:
• Support CI GAM Sales team with tax and estate planning inquiries
• Create educational materials reflecting current legislation
• Collaborate with wholesaling teams to identify sales opportunities
• Conduct presentations at conferences and investor seminars
• Research and educate on industry trends and competitors
Requirements:
• Minimum 8 years in tax and estate planning
• Exp...
As the Vice President of Tax, Retirement, and Estate Planning, you will report to the EVP, Head of Distribution. The role requires at least 8 years of professional experience in tax and estate planning, alongside expert knowledge. Focus on delivering educational content and comprehensive support to financial advisors while navigating complex legislation and market trends.
Key Responsibilities:
• Support CI GAM Sales team with tax and estate planning inquiries
• Create educational materials reflecting current legislation
• Collaborate with wholesaling teams to identify sales opportunities
• Conduct presentations at conferences and investor seminars
• Research and educate on industry trends and competitors
Requirements:
• Minimum 8 years in tax and estate planning
• Exp...
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