Vice President of Tax and Estate Planning
iA Financial Group (Industrial Alliance) • toronto, Canada
Role Description
Lead the PPI Skilled Services team as Vice President, focusing on tax and estate planning for high net worth clients. Engage with independent insurance advisors to enhance financial security and peace of mind.
In this pivotal role at PPI, you will utilize your extensive knowledge in tax and estate planning, collaborating with accountants, lawyers, and actuaries. The position demands expertise in crafting comprehensive reports and solutions for complex client needs in the high net worth market. Your contributions will help shape custom proposals and insurance strategies to support both advisors and their clientele.
Key Responsibilities:
• Prepare detailed tax and estate planning reports
• Collaborate on proposals for complex high net worth cases
• Respond to tax inquiries from advisors and corporate personnel
• Train advisors on tax topics and best practices
• Maintain confidentiality and adhere to professional standards
Requirements:
• Chartered professional ...
In this pivotal role at PPI, you will utilize your extensive knowledge in tax and estate planning, collaborating with accountants, lawyers, and actuaries. The position demands expertise in crafting comprehensive reports and solutions for complex client needs in the high net worth market. Your contributions will help shape custom proposals and insurance strategies to support both advisors and their clientele.
Key Responsibilities:
• Prepare detailed tax and estate planning reports
• Collaborate on proposals for complex high net worth cases
• Respond to tax inquiries from advisors and corporate personnel
• Train advisors on tax topics and best practices
• Maintain confidentiality and adhere to professional standards
Requirements:
• Chartered professional ...