Vice President Tax - Toronto, Canada - Mackenzie Financial Corporation

Mackenzie Financial Corporation

Verified Company

Toronto, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Job Description:

Grade:
E11**
Division:
MI Retail Distribution
IGM Financial Inc.

is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements.

The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals.

Its activities are carried out principally through IG Wealth Management and Mackenzie Investments

Under IGM Financial's unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, founded in 1967.

Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support.

At Mackenzie Investments You Can Build Your Career with Confidence

.

We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them.

As part of our team, you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians.

We are proud to be recognized as one of

Canada's

Top Employers

by

Mediacorp

Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also

providing

resources to ensure physical and mental wellness were put front and

centre

.
Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing.

You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities.

We are dedicated to offering a hybrid work environment when applicable.

Position:

This position reports to the Senior Vice President, Head of Retail leading the planning and advisory function of the Tax & Estate Planning team.

Leads a wide range of Canadian estate, income tax planning and advisory matters for Mackenzie Investments and manages a national team of experts on Tax & Estate Planning along with Practice Management.

Area of Responsibility/Key Accountabilities:

Key senior leader to allocate and manage network resources and develop and implement strategic Tax & Estate Planning initiatives and Philanthropic planning.
Establish, lead, and oversee standing committees and working groups together with your Tax & Estate Planning team, inspire and mentor a team of tax professionals within a hybrid working environment.
Provide thought leadership through internal and external writing and speaking engagements. Follow developing tax legislation and administration and develop policies and provide technical commentary and analysis to Retail Distribution and the broader organization.
Lead the strategy across internal and external consultations and preparation of technical memos, presentations and other material to disseminate tax related information throughout the network
Develop and lead advice and training to other MI departments on advanced taxation, estate planning and other financial planning issues (including the review of corporate materials, advertisements, client collateral relating to financial planning, participating on editorial committees for production of client publications, advising on new product development and on the appropriateness of various financial planning solutions).
Collaborate within the network to coordinate common initiatives such as tax education, professional practice and the development of tax resources; and provide technical tax resources and guidance to the network
Oversee the Practice Management Team in coordination with Tax & Estate Planning initiatives to coordinate compliant marketing pieces and presentations for advisors. This team, similar to Tax & Estate Planning team work closely with Retail Distribution and National Accounts to provide education and consultation for independent advisors with a view to growing their business and using Mackenzie funds to do so.

Requirements:

CPA designation or law degree, CFP completion or a Masters of Tax degree
Trust and Estate Practitioner
A minimum of 15+ years of relevant experience working predominantly in tax, with 7+ years of senior leadership experience;
Extensive practical experience and familiarity with tax issues faced by members in practice and in business. Previous experience leading a tax group is an asset;
Strong verbal and written communication skills
Strong public speaking and training skills.
Bilingualism in French and English would be an asset

Please visit our

c

areer page by clicking on the following link:
Mackenzie Investments is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage o