Director, Tax, Retirement & Estate Planning Jobs in Toronto, Ontario, Canada
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Toronto, Ontario, Canada
National Director of Tax, Estate and Insurance Planning
About the role
JOB STATEMENT
The National Director, Tax, Estate & Insurance Planning serves as a national technical resource and thought leader, providing advanced planning expertise, education and consultation to advisors and internal stakeholders across Canada. This role is responsible for delivering guidance on complex tax, estate, wealth transfer and insurance planning strategies while helping establish the organization as a leading source of technical expertise within the Canadian life and health insurance industry.
RESPONSIBILITIES
Serving as a trusted technical resource for advisors across Canada; Providing guidance on complex tax, estate, retirement, succession and insurance planning strategies; Reviewing advanced planning cases and provide independent, product-neutral recommendations; Developing technical articles, white papers, planning guides and industry commentary; Creating and delivering presentations, webinars and advisor education programs; Presenting at conferences, advisor meetings and industry events; Monitoring legislative and regulatory developments affecting advisors and clients; Supporting large and complex insurance cases involving business owners, professionals and affluent clients; Building relationships with advisors, accountants, lawyers and industry professionals; and Acting as an ambassador and recognized thought leader within the Canadian life and health insurance industry.
QUALIFICATIONS
Minimum 10 years of experience in advanced planning, tax, estate, insurance, accounting, legal or financial planning roles. Deep expertise in Canadian taxation and estate planning. Strong understanding of life insurance and living benefit planning strategies. Proven public speaking and presentation experience. Demonstrated ability to write technical content for professional audiences. Professional designation such as CPA, CLU, CFP, TEP, CH.F.C., LL.B. or J.D. preferred. Knowledge of Canadian income taxation; corporate-owned life insurance; business succession planning; estate and wealth transfer strategies; trusts; retirement planning; charitable giving; shareholder planning; advanced planning for business owners and incorporated professionals.
COMPENSATION
Commensurate with experience If you are interested in applying for this position, please forward a cover letter and resume in confidence to careers@worldsourcewealth.com. Worldsource is committed to accessibility in employment and to ensuring equal access to employment opportunities for candidates, including persons with disabilities. In compliance with AODA, Worldsource will endeavour to provide reasonable accommodation to persons with disabilities in the recruitment process upon request. If you are selected for an interview and you require accommodation due to disability during the recruitment process, please notify the hiring manager upon scheduling your interview. We thank all applicants for their interest but only those selected for an interview will be contacted.
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About IDC Worldsource Insurance Network Inc.
IDC Worldsource Insurance Network Inc. (IDCWIN) is dedicated to setting the benchmark for service excellence.
We are one of Canada’s largest life insurance managing general agencies, with strategically located offices across the country. Our talented national team offers advisors a diverse network of professionals who have earned a solid reputation as industry leaders.
By understanding that industry standards continue to evolve, we are always developing tailored programs and services to meet our advisors’ needs while enhancing their ability to recognize current and prospective growth opportunities.
IDCWIN is a company with a sound and stable history; from our firm beginnings we have grown to serve over 2,000 insurance advisors, who sell products from all major life insurers and have over $1.5 billion in segregated fund assets under administration.
We are one of three divisions under the Worldsource umbrella, a fully integrated wealth management company that is focused on building financial prosperity and delivering a full range of financial services.