Vice-President, Professional Services

iA Financial Group•Montreal, QC

1d•Hybrid

About The Position

PPI (an independent subsidiary of iA Financial) is an Insurance Marketing Organization that sits between independent advisors and insurance companies. From coast-to-coast, we provide value-added services and support such as digital tools, education, marketing, and processing, to help advisors elevate and grow their business with a socially responsible mindset. At PPI, each day you have the opportunity to make a meaningful difference when you support our independent insurance advisors in providing financial security and peace of mind to their clients: Canadian families and businesses. When you join PPI you will be part of a diverse, inclusive and equitable place to work that values different perspectives. You will benefit from a culture that is people-focused, inclusive and collaborative with opportunities to learn and develop your skills, develop your career and make a meaningful impact. Our people drive our progress through innovative ideas and a commitment to excellence. We work hard and always ensure we have fun along the way. PPI is pleased to provide employees with the flexibility of a hybrid work environment. This role is eligible for working from home up to 3 days per week. You are an experienced professional with in-depth tax and estate planning knowledge as part of the PPI Professional Services team. The team is comprised of accountants, lawyers and actuaries who consult with life insurance advisors, their clients and their clients’ tax and legal professionals. As an integral part of the PPI value proposition, you will provide insight into income tax, estate and business planning as it relates to life insurance opportunities with business owners, professionals and high net worth clients.

Requirements

Chartered professional accountant or lawyer
A minimum of 10 years income tax experience (including owner manager and estate planning and completion of the CICA In Depth Income Tax course)
A strong working knowledge of tax and estate planning for high net worth individuals and business owners
A strong working knowledge of the taxation of trusts, estates and private corporations
Demonstrated marketing and entrepreneurial instincts
Possess good communication skills and strong presentation skills
Advanced level of the English and French language required as incumbent will need to handle technical case consultations, including discussions, analysis, and reporting; public speaking; and network and build relationships with English and French speaking advisors and colleagues on a daily basis.

Nice To Haves

An additional designation of TEP, CFP, and/or CLU is an asset

Responsibilities

Prepare comprehensive and technical tax and estate planning reports for insurance advisors and their clients.
Prepare memos relating to specific tax and estate planning questions raised by insurance advisors and their clients.
Work collaboratively with the Business Development, Marketing and Underwriting teams to develop and present custom proposals and insurance solutions for large, complex cases in the high net worth (HNW) and ultra-HNW market.
Respond to tax and estate planning inquiries from insurance advisors and corporate personnel.
Communicate with professional advisors to discuss issues and recommendations.
Prepare research and articles on tax and estate planning topics.
Make presentations on relevant topics to life insurance advisors, life insurance industry and professional groups, and professional advisory firms.
Train and educate employees and advisors on tax and estate planning matters.
Maintain complete confidentiality relating to all client matters.
Maintain professional standards and designations through continuing education and professional development.
Engage in actions that encourage, reflect and align with PPI’s ESG (Environmental, Social and Governance) commitments to our advisors, their clients and our employees.