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About the Role
Lead CI Advisor Consulting's Tax, Retirement, and Estate Planning team in Toronto as Vice President. This role requires you to be a trusted advisor, delivering educational support and insights to financial advisors.
Your expertise will be crucial in advising the sales team on regulatory changes and planning strategies to enrich client relationships. By participating in industry events and developing educational resources, you'll drive significant growth in product sales and service offerings. Collaboration and research on market trends will further enhance the advisory service.
Key Responsibilities:
• Act as a tax and estate planning expert to advisors
• Collaborate with teams to strengthen client relationships
• Present educational content at seminars and road shows
• Develop industry-relevant articles and materials
• Conduct continual research on market trends
Requirements:
• 8+ years in tax or estate planning expertise
• Advanced qualifications such as ...
Your expertise will be crucial in advising the sales team on regulatory changes and planning strategies to enrich client relationships. By participating in industry events and developing educational resources, you'll drive significant growth in product sales and service offerings. Collaboration and research on market trends will further enhance the advisory service.
Key Responsibilities:
• Act as a tax and estate planning expert to advisors
• Collaborate with teams to strengthen client relationships
• Present educational content at seminars and road shows
• Develop industry-relevant articles and materials
• Conduct continual research on market trends
Requirements:
• 8+ years in tax or estate planning expertise
• Advanced qualifications such as ...
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