Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Target Resume Now
About the Role
Support financial advisors and deliver advanced tax and estate planning expertise in the insurance sector. This remote role involves client consulting, presentations, advisor education, and strategic planning.
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.
Requirements
- CPA, LL.B., or FCIA designation.
- Completion of the CICA In-Depth Tax Program and the In-Depth Tax Issues for the Owner Manager Business course is considered an asset.
- 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.
Skills
- Tax and estate planning
- Financial advisory support
- Client consulting
- Presentations
- Advisor education
- Strategic planning
- Personal taxation
- Corporate taxation
- Retirement compensation arrangements
- Charitable giving
- Wills and trusts
- Business ownership
- Succession planning
- Wealth management
- Business continuation planning
- Sales tools development
- Insurance products
- Financial planning concepts
- Specialty needs analyses
- Legal and compliance considerations
- Organizational skills
- Analytical skills
- Presentation skills
- Facilitation skills
- Training skills
- Interpersonal skills
- Influencing skills
- Mandarin
- English
Location
- Remote
- Greater Toronto Area
Work Type
- Contract
- Full-time
- Remote
Experience Level
- Senior
- 6-month contract
Education Level
- CPA designation
- LL.B. designation
- FCIA designation
- CICA In-Depth Tax Program completion (asset)
- In-Depth Tax Issues for the Owner Manager Business course completion (asset)
Salary/Compensations
- Salaried: $80-90 per hour
- Incorporated Business Rate: $90-100 per hour
Benefits
- 6-month contract with the possibility of extension
- Full-time position: 37.50 hours per week
- Day schedule, 37.50 hours per week
About the Company
- Recruit Action (agency permit: AP-2504511) provides recruitment services through quality support and a personalized approach.
- As part of the screening process, some applications may be reviewed using artificial intelligence tools.
- Only candidates who meet the hiring criteria will be contacted.