Talent.com
CI Financial
Vice President, Estate & Retirement PlanningCI Financial • Toronto, ON, Canada
Vice President, Estate & Retirement Planning

Vice President, Estate & Retirement Planning

CI Financial • Toronto, ON, Canada
Il y a 18 jours
Type de contrat
  • Temps plein
Description de poste
Transform financial advisory services as Vice President in CI Global Asset Management’s Tax, Retirement, and Estate Planning team based in Toronto. Lead the way in enhancing advisor relationships. As a VP at CI GAM, you will leverage over 8 years of specialized experience in tax and estate planning to guide our sales and advisor teams across Canada. Your expertise will ensure CI GAM stays ahead of legislation and market strategies, providing valuable insights and presentations. Creating relevant educational materials and engaging with the advisory community will be critical in your role. Key Responsibilities: • Serve as a resource for detailed tax planning inquiries • Educate on relevant legislative changes and solutions • Participate in seminars and road shows to share insights • Create and publish articles for advisor education • Research trends and build beneficial sales strategies Requirements: • Minimum 8 years of experience in relevant fields • Expert knowledge in tax and estate planning • Preferred CPA or legal designation • Strong communication and research abilities • Capacity to work with remote teams effectively Become a driving force in tax and estate planning at CI GAM, shaping the future for financial advisors in Toronto. #J-18808-Ljbffr
Créer une alerte emploi pour cette recherche

Vice President, Estate & Retirement Planning • Toronto, ON, Canada

Offres similaires

VP Product Development

GlassRatner Canadarichmond hill, york region, Canada
Temps plein

Vice President of Product Development.Glass Ratner’s Private Equity Practice partnered with a rapidly growing, design‑forward Canadian owned consumer goods company to hire a Vice President of Produ... Voir plus

 • Offre sponsorisée

President - Property Systems PMS

EWS GroupToronto, ON, CA
Temps plein

President Property Systems PMS.We are seeking an experienced and strategic executive to serve as President – Property Systems (PMS).This role is responsible for the overall leadership, performance,... Voir plus

 • Offre sponsorisée

Director of Real Estate Investments & Growth

Morgan McKinleyToronto, ON, CA

Ein etabliertes Unternehmen im Immobilienbereich sucht einen erfahrenen Senior Manager für Investments.Diese spannende Rolle bietet die Möglichkeit, das Investitionsteam zu leiten und sich mit vers... Voir plus

 • Offre sponsorisée

Executive Director for Senior Care Homes

ExtendicareMarkham, ON, CA
Temps plein

Drive change in long-term care with Extendicare as an Executive Director in Manitoba, Ontario, or Alberta.Oversee operations and enhance quality care while championing resident rights and team supp... Voir plus

 • Offre sponsorisée

VP, Construction & Development

Welltower Inc. (NYSE:WELL)toronto, on, Canada
Temps plein

The Vice President of Construction and Development will be a key leader responsible for overseeing all aspects of large-scale ground-up property development projects from initial concept to complet... Voir plus

 • Offre sponsorisée

Vice President, Asset Management, Canada

Harrison Street Asset ManagementToronto, ON, CA
Temps plein

Harrison Street Asset Management ("HSAM") is a leading global alternative investment management firm focused on real‑estate, infrastructure, and credit strategies across North America and Europe.He... Voir plus

 • Offre sponsorisée

Remote VP, Business Development — Eastern Canada

Talent EdgeToronto, ON, CA
Télétravail
Temps plein

A leading marketing agency is seeking a Vice President of Business Development for Eastern Canada.This strategic role involves driving client acquisition in capital markets and developing long-term... Voir plus

 • Offre sponsorisée

Vice President, Property Accounting

AlliedToronto, ON, CA
Temps plein

Lead the Property Accounting team responsible for Allied’s national portfolio of urban workspace.As Vice President, Property Accounting, you will provide strategic and operational leadership for th... Voir plus

 • Offre sponsorisée

Director, Valuations & Advisory — Real Estate Growth Leader

Colliers InternationalToronto
Temps plein

A leading commercial real estate firm in Toronto is seeking a Director of Valuations and Advisory Services.In this role, you will leverage your expertise in property valuations and market research ... Voir plus

 • Offre sponsorisée

Real Estate Development - Vice President, Construction - C$250,000 - C$350,000 A Year

AritziaEast York, Canada
Temps plein

The VP of Construction will lead the strategy, structure, and execution of the Construction department, ensuring successful project delivery. Voir plus

 • Offre sponsorisée

Vice President, Corporate Real Estate Ratings - North America

Morningstartoronto, on, Canada
Temps plein

The North American Corporate Real Estate Ratings team of Morningstar DBRS is seeking a highly motivated individual with a minimum of eight years of relevant experience in corporate credit analysis,... Voir plus

 • Offre sponsorisée

National VP, Priority Clients - HNW Wealth Leader

Avisotoronto, on, Canada
Temps plein

A leading wealth management organization in Toronto seeks a National Vice President, Priority Clients.In this role, you will lead a team, manage high-net-worth client portfolios, and drive business... Voir plus

 • Offre sponsorisée

Tax Strategy Lead — Senior Manager, Corporate & Estate

Yeah! GlobalRichmond Hill, York Region, CA
Temps plein

A leading consulting firm is seeking a Senior Tax Manager in Richmond Hill.The role involves leading tax consulting engagements, providing insights on corporate reorganizations, and enhancing clien... Voir plus

 • Offre sponsorisée

GTA Vice President, Construction Leadership

Parker Huggett - A Division of LRO Staffingtoronto, on, Canada
Temps plein

Lead the Construction Management division as Vice President in the GTA with Parker Huggett.This pivotal role emphasizes building a high-performance team and cementing client relationships in a well... Voir plus

 • Offre sponsorisée

Licensed Real Estate Executive Assistant

Ralph Ciancio HomesMarkham, ON, CA
Temps plein

As the Executive Assistant to the Broker/Owner, you will be the operational backbone of the business—managing transactions, communications, schedules, and systems so the Broker can remain focused o... Voir plus

 • Offre sponsorisée

VP of Wealth and Insurance Services with Strategic Leadership

Ventum FinancialToronto, ON, CA
Temps plein

Shape the future of client services as Vice President of Wealth and Insurance.Lead compliance, mentor advisors, and drive growth in a collaborative financial landscape.This executive role encompass... Voir plus

 • Offre sponsorisée

Vice President, Estate & Retirement Planning

CI FinancialToronto, ON, CA
Temps plein

Transform financial advisory services as Vice President in CI Global Asset Management’s Tax, Retirement, and Estate Planning team based in Toronto.Lead the way in enhancing advisor relationships.As... Voir plus

 • Offre sponsorisée

Vice President, Co-Investment Advisory

Agentis Capitaltoronto, on, Canada
Permanent

Agentis Capital Advisors is a leading global financial advisor with a reputation for delivering unparalleled value and advice to its clients.The firm has been recognized with numerous industry awar... Voir plus

 • Offre sponsorisée

Vice President, Client Relations & Business Development

KynetecToronto, ON, CA
Temps plein +1

Vice President, Client Relations & Business Development.Vice President, Client Relations & Business Development.Get AI-powered advice on this job and more exclusive features.Direct message the job ... Voir plus

 • Offre sponsorisée

Real Estate Coordinator

MTY Food GroupRichmond Hill, York Region, CA
Temps plein

Direct message the job poster from MTY Food Group.Are you ready for a new challenge? Let's roll your career with MTY! A delicious future awaits you! #Letsroll #Tastyfuture.The MTY Group is a family... Voir plus