Director, Tax, Estate Planning, and Retirement Strategy - Montreal, Quebec

Only for registered members Montreal, Quebec, Canada

2 weeks ago

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Job summary
Join a purpose driven winning team committed to results in an inclusive and high-performing culture.
Responsibilities
  • Partner with national and regional sales teams to deliver tax estate and retirement planning insights that support advisor engagement and sales initiatives.
  • Develop and present client-facing and advisor training materials that integrate planning strategies with the firm's investment solutions.

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