Senior Director, Tax & Estate Planning (Mandarin Bilingual)

Recrute Action • Toronto, ON

4d • CA$80 - CA$100 • Remote

About The Position

Make an impact in the insurance sector by supporting financial advisors and delivering advanced tax and estate planning expertise. This remote GTA-based opportunity offers a dynamic mix of client consulting, presentations, advisor education, and strategic planning in a collaborative professional environment.

Requirements

• CPA, LL.B., or FCIA designation.
• years of professional experience in the financial services industry.
• Strong knowledge of personal and corporate taxation, including retirement compensation arrangements, charitable giving, wills and trusts, business ownership, and succession planning.
• Experience working with high-net-worth clients and their professional advisors, including accountants and lawyers.
• Excellent understanding of industry trends and their impact on achieving business sales objectives.
• Strong organizational and analytical skills.
• Excellent presentation, facilitation, and training skills.
• Strong interpersonal and influencing skills.
• Professional in Mandarin and English to deliver tax and estate planning advice, conduct client seminars and training sessions, and support financial advisors and clients in both languages.

Nice To Haves

• Completion of the CICA In-Depth Tax Program and the In-Depth Tax Issues for the Owner Manager Business course is considered an asset.

Responsibilities

• Deliver advanced tax and estate planning advice to end clients through financial advisors.
• Provide education to financial advisors and internal audiences as a subject matter expert on new and existing tax-efficient products and services.
• Develop a thorough understanding of the various distribution channels by establishing and enhancing relationships.
• Promote and deliver tax and estate planning advice to the sales team and key distribution partners.
• Deliver and promote sales tools that support insurance products, proprietary financial planning concepts, specialty needs analyses, and legal and compliance considerations.
• Work with high-net-worth clients and their professional advisors, including accountants and lawyers, to identify tax-planning opportunities related to estate planning, wealth management, business succession, and business continuation planning.
• Consult in the creation and deployment of consumer and allied advisor reference materials.
• Deliver training workshops and supporting materials for financial advisors.
• Deliver client seminars and supporting materials.
• Support case development activities, including case research and special illustrations.
• Participate in industry profile-building activities.
• Conduct ongoing research to remain current on tax and estate planning issues.
• Partner with the Regional Sales Director to provide case consultation and support advisors by delivering tax-efficient insurance solutions.

Benefits

• Salaried: $80-90 per hour.
• Incorporated Business Rate: $90-100 per hour.
• 6-month contract with the possibility of extension.
• Full-time position: 37.50 hours per week.
• Day schedule, 37.50 hours per week.
• Remote work arrangement for candidates based in the Greater Toronto Area.
• Daily travel to client offices is required as part of the role.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed