Director, Tax, Retirement & Estate Planning

Accountabilities Provide expert guidance on tax, retirement, and estate planning strategies to support financial advisors and internal sales teams.

Partner with wealth distribution professionals to strengthen advisor relationships and identify opportunities that support business growth.

Deliver seminars, workshops, presentations, and educational sessions on advanced planning concepts and legislative developments.

Research complex client cases and develop customized planning solutions, illustrations, and value-added resources.

Create educational articles, planning materials, sales tools, and reference content aligned with current tax and regulatory changes.

Monitor industry trends, taxation updates, and estate planning legislation to ensure resources remain accurate and relevant.

Collaborate with cross-functional teams to develop new planning initiatives, enhance advisor support, and contribute to product positioning.

Represent the organization as a subject matter expert through professional engagement, thought leadership, and industry activities.

Requirements

Minimum of 7 years of experience in financial services specializing in tax, retirement, and estate planning.

Advanced expertise in Canadian personal and corporate taxation, retirement planning, and estate planning concepts.

Strong presentation, facilitation, and public speaking skills with the ability to communicate complex topics clearly.

Proven ability to influence, educate, and build trusted relationships with financial advisors and business partners.

Excellent analytical, problem-solving, and written communication skills.

Professional designation such as CA, LLB, or FCIA strongly preferred.

CFP designation, TEP designation, CPA Canada In-Depth Tax Program, Master of Taxation, or LL.M. in Tax considered strong assets.

Knowledge of the Canadian investment industry and tax legislation required.

Bilingual English/French and familiarity with Canadian estate law considered advantageous.

Willingness to travel approximately 50% of the time.

Benefits

Salary ranging from $110,000 to $180,000 CAD , based on experience and qualifications.

Performance-based incentive opportunities in addition to base compensation.

Flexible hybrid work environment with remote work options.

Opportunity to work with a nationally recognized wealth management organization.

Ongoing professional development and career growth opportunities.

Collaborative and supportive culture focused on learning and innovation.

Exposure to high-impact strategic projects and national advisor relationships.

Inclusive workplace committed to diversity, equity, and accessibility.

How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best!  Why Apply Through Jobgether? 

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