Advanced Tax Planner - Toronto - beBeeEstatePlanning

    beBeeEstatePlanning
    beBeeEstatePlanning Toronto

    2 days ago

    Job title: Taxation and Advanced Case Life Insurance Specialist

    Description

    Job Summary


    We are seeking a seasoned expert in tax and estate planning to support our business development team. The ideal candidate will have a strong background in wealth preservation and transfer concepts, with the ability to develop and maintain strong relationships with clients.



    About the Role


    • You will act as an expert for estate planning & taxation as it pertains to life, living benefit and wealth products utilizing strategic thinking and expert planning skills to assist in achieving retirement and estate planning objectives.

    • Develop and implement sales strategies to proactively attract, acquire, and retain clients as well as identify opportunities to increase profitability.

    • Recognized as an expert in tax planning with innate leadership qualities to provide advisory/wholesaler service on general policies and industry guidelines.

    • Collaborate with sales enablement to help educate Advisors, Wholesalers Distributors in matters relating to insurance concepts; how they fit into wealth preservation weath tranfer strategies }
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