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IDC Worldsource Insurance Network Inc.
National Expert in Tax and Estate PlanningIDC Worldsource Insurance Network Inc. • Vancouver, Metro Vancouver Regional District, Canada
National Expert in Tax and Estate Planning

National Expert in Tax and Estate Planning

IDC Worldsource Insurance Network Inc. • Vancouver, Metro Vancouver Regional District, Canada
18 days ago
Job type
  • Full-time
Job description
Step into a leadership role at Worldsource as the National Director, specializing in Tax, Estate, and Insurance Planning. This position is vital for delivering expert consultation on advanced planning strategies across Canada. As a thought leader, your role will encompass guiding advisors on complex estate and tax strategies while also helping establish Worldsource as a trusted resource in the Canadian insurance landscape. You will craft educational resources, present at significant events, and engage with industry professionals to shape best practices and client strategies in advanced planning. Key Responsibilities: • Provide strategic guidance to advisors across Canada • Review advanced planning cases productively • Create educational materials including white papers • Deliver presentations at key industry events • Monitor changes in legislation and regulations Requirements: • 10+ years of experience in advanced planning • Expertise in taxation and estate matters • Strong public speaking and content writing abilities • Preferred qualifications: CPA, CLU, or TEP • In-depth knowledge of corporate-owned life insurance Utilize your expertise to drive advancements in tax and estate planning at Worldsource. #J-18808-Ljbffr
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National Expert in Tax and Estate Planning • Vancouver, Metro Vancouver Regional District, Canada

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