VP, Tax, Retirement & Estate Planning - toronto

Role Overview

Vice President, Tax, Retirement and Estate Planning (TREP) – Toronto, reporting to EVP, Head of Distribution at CI Global Asset Management.

Key Responsibilities

• Support advisors and the CI GAM Sales team by responding to detailed tax, retirement and estate planning questions.
• Present and create educational content, ensuring TREP materials reflect current legislation.
• Collaborate with wholesaling teams to identify sales opportunities through tax, retirement and estate planning concepts.
• Build new relationships and strengthen existing ones via value‑added services that drive product sales.
• Educate financial advisors on issues, legislative changes and solutions.
• Provide education to advisors and investors through presentations, consultations, calls, emails and written communication.
• Conduct ongoing sales presentations and participate in road shows, conferences, and investor seminars.