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    director, project management, fulltime - Toronto, ON, Canada - CI Financial

    CI Financial
    CI Financial Toronto, ON, Canada

    1 week ago

    Default job background
    Full time
    Description
    We empower our employees to take ownership of meaningful work, grow professionally, and work on innovative projects. Our goal is to support and engage our employees in every step of their journey.

    The Tax, Retirement and Estate Planning (TREP) team at CI Global Asset Management (CI GAM) provides tax, retirement, and estate planning support to its Sales team, financial advisors, and planners.

    We are currently looking for a Director, Tax, Retirement, and Estate Planning to join our team in Toronto. This position, reporting to the Vice President and Team Lead, TREP, requires proficiency in both English and French.
    Act as a subject matter expert to identify tax, retirement, and estate planning opportunities and solutions.
    # Support Sales in leveraging tax and estate planning strategies for CI GAM sales.
    # Work with cross-functional teams to share technical knowledge and meet company goals.
    # Bilingual in French/English.
    ~ Strong understanding of Canadian tax and estate laws.
    ~Post-secondary degree in business or legal field.
    ~ Financial planning, accounting, or legal designation (e.g., Research, analytical, and project management skills.
    ~ Proficiency in tax and estate planning resources.

    Some overtime may be necessary. This position is based in a dynamic office environment with a hybrid work model.
    CI Financial provides global wealth and asset management services through various financial firms. We prioritize diversity and inclusivity in our workforce, encouraging all interested candidates to apply.
    Flexible & Hybrid Work Program.
    Training Reimbursement.
    Corporate Discount Program.
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