Regional AVP Tax, Retirement and Estate Planning Services

Overview

This remote role is available in Ontario, Alberta, Saskatchewan, or Manitoba for a Regional AVP, Tax, Retirement and Estate Planning.

The position provides consultative tax, retirement, and estate planning expertise to support advisor performance and client outcomes across regional distribution channels.

Some travel is required.

Responsibilities

• Partner with select investment advisors and internal teams across distribution channels to deliver case-specific consultative tax, retirement, and estate planning expertise to clients and professional advisors.
• Provide tax planning and financial solutions that involve wealth and investment products.
• Deliver educational presentations and seminars to top-tier investment advisors on tax, retirement, and estate planning opportunities using investment products.
• Build and maintain local relationships with professional advisors through case-specific interactions and by providing education on investment product application to complex tax, retirement, estate, and business planning strategies.
• Support investment advisors and internal teams (and other relevant staff) in preparing proposals, presentations, and customized numerical analysis for affluent/upscale individuals and business clients, including complex estate, tax, retirement, and business planning.
• Provide federal and provincial tax information, legal/accounting information, and interpretation to help develop sales strategies, programs, concepts, and new market opportunities, with a focus on increasing sales results in affluent/upscale and business markets.

Requirements

• Strong oral and written communication skills.
• Professional degree/designation (CPA, LLB, LLM (Tax)).
• Completion of the CICA In Depth Tax Course or similar course of study.
• Expertise in personal trusts, estates, and corporate tax gained through relevant accounting, legal, or financial services experience (5 to 7 year minimum).
• Strong tax, retirement, and estate planning analytical skills and reasoning.
• Ability to apply specialized knowledge to practically implement planning solutions.
• Excellent organizational and prioritization skills.
• Ability to meet tight deadlines.
• Strong interpersonal skills, including relationship building and management.
• Accuracy and attention to detail, with creative/innovative thinking applied to individual client contexts.
• Ability to interpret and communicate technical information to a non-technical audience.
• Team player with a positive attitude.

Preferred Qualifications

• Previous experience in the Financial Services or Life Insurance industry.
• Expertise in taxation of guaranteed wealth solutions (e.g., segregated funds) and other investment products.
• TEP designation.

Compensation & Benefits

• Employees may participate in incentive programs and earn incentive compensation tied to business and individual performance.
• The actual salary varies based on local market conditions, geography, and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training.

Eligible employees may receive a customizable benefits package, including:

• Health, dental, mental health, and vision
• Short- and long-term disability
• Life and AD&D insurance coverage
• Adoption/surrogacy and wellness benefits
• Employee/family assistance plans

Retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources.

Paid time off in Canada includes holidays, vacation, personal, and sick days, plus the full range of statutory leaves of absence.

Location & Working Arrangement

• Remote role
• Available in Ontario, Alberta, Saskatchewan, or Manitoba
• Requires some travel