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    Bilingual Director, Tax, Retirement, - Toronto, ON, Canada - CI Financial

    CI Financial
    CI Financial Toronto, ON, Canada

    2 weeks ago

    Default job background
    Full time
    Description

    At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.

    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 to assist with protecting and growing client wealth.

    Currently, the team is accepting applications for the position of Director, Tax, Retirement and Estate Planning. Working from Toronto, this position (bilingual) will report to the Vice President and Team Lead, TREP.
    Act as a subject matter expert and, working with financial advisors, identify tax, retirement and estate planning issues and opportunities and appropriate solutions;
    # Act as a referral point for Sales when tax, retirement and estate planning strategies uncover opportunities for CI GAM sales;
    # Work collaboratively with TREP, Sales and other CI GAM departments as needed to gain and share technical knowledge to meet company objectives;
    # Maintain working knowledge of industry competitors, resources and financial markets to develop and assess suitability of various TREP-related materials and strategies.

    Bilingual in French/English is an asset
    A good understanding of tax and estate laws in Canada and proven application of these rules;
    Knowledge of the Canadian asset management industry is an asset;
    A minimum of 3-5 years of relevant working experience;
    Completion of post-secondary degree, ideally with a business or legal focus (e.g., financial planning, finance, accounting or law);
    A financial planning, accounting or legal designation (e.g., Strong research, analytical and project management skills;
    Proficiency with various tax and estate planning resources (i.e.

    Income Tax Act, Canada Revenue Agency (CRA) guides, bulletins and information circulars, accounting and legal databases, etc.) Normal office environment, with an in-office requirement of 3 days per week.

    #
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