Director Advanced Planning

Title of the Job: Director Advanced Planning

Location: Toronto, ON

Job Description: Our client is seeking a Director, Advanced Planning to join their team. The Director is responsible for offering sophisticated tax and estate planning solutions to high-net-worth individuals through financial advisors. This role also encompasses educating both financial advisors and internal teams on new and advanced tax-efficient products and services as a subject matter expert.As an authority in tax and estate planning, the Director has the key role of ensuring the regional sales team’s fluency in up-to-date tax and estate planning strategies. Through a strategic partnership with the Regional Sales Director, the Director. Advanced Planning will enhance sales of wealth and insurance products. This will be achieved by offering personalized case consultation and support to Advisors, ensuring delivery of superior tax-efficient insurance solutions tailored to the clients’ needs. This collaborative approach will also reinforce the strong alliance between the Director, Advisors and their respective firms.The Director, Advanced Planning will be supporting the Northeast Central Region and will be travelling extensively within the Greater Toronto Area (GTA) for face-to-face client meetings. Occasional meetings to the Ottawa area will also be required.Requirements:

• CPA designation in good standing. LL.B or FCIA designation an asset.
• Strong knowledge of personal and corporate tax planning, including but not limited to tax planning areas such as retirement compensation arrangements, charitable gifting, wills and trusts, and the dynamics of business ownership and succession planning.
• Established track record in the High-Net-Worth market.
• Strong knowledge of personal and corporate taxation
• Excellent presentation, interpersonal and influencing skills.
• Minimum of 5 years of professional experience within the financial services sector.

If you match these requirements and would like to join a firm committed to helping their Clients achieve lifetime financial security, we encourage you to apply online using the reference “Director, Advanced Planning.” Please kindly note that, due to a high volume of applicants, we will only be able to further engage with those whose profiles most closely match our client’s requirements. Robert Half expresses sincere gratitude to all prospective candidates for their continued interest.Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity – whenever you choose – even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.Questions? Call your local office at 1.888.490.5461. All applicants applying for Canadian job openings must be authorized to work in Canada.Only job postings for jobs located in Quebec appear in French.© 2024 Robert Half. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use.Robert HalfRobert Half est la première et la plus grande firme de solutions de gestion des talents spécialisées au monde, qui met en relation des chercheurs d’emploi hautement qualifiés avec des opportunités au sein de grandes entreprises. Nous offrons…

Company Name: Robert Half

Salary:

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