Director, Tax & Estate Planning Jobs in Toronto, Ontario, Canada
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Toronto, Ontario, Canada
About the role
JOB TITLE: Director, Advanced Planning (Bilingual – Mandarin Fluency)
Job Type: Contract Contract Duration: 6 Months (with possibility of extension) Pay Rate : CAD 70/hr to CAD 80 /hr Location: Greater Toronto Area (GTA), ON – Remote/Field-Based Your New Role As the Director, Advanced Planning, you will serve as a subject matter expert in tax, estate, and wealth planning, supporting financial advisors and high-net-worth Clients across the Central North East Region. Working closely with Regional Sales Directors and Advisors, you will deliver advanced planning strategies, provide case consultation, develop educational materials, and drive sales through sophisticated tax-efficient insurance and estate planning solutions. You will work directly with affluent Clients and their professional advisors, including accountants and lawyers, to identify opportunities related to estate preservation, wealth transfer, succession planning, charitable giving, and business continuation strategies. In addition, you will deliver presentations, workshops, seminars, and training programs to both internal and external audiences.
What You Need to Do
Provide advanced tax and estate planning consultation to financial advisors and high-net-worth Clients. Support complex case development, research, and customized planning solutions. Deliver educational seminars, workshops, and training sessions to advisors and internal stakeholders. Partner with Regional Sales Directors to drive business growth and strengthen advisor relationships. Develop and promote sales tools, planning concepts, and advisor reference materials. Stay current on legislative, tax, and estate planning developments impacting Clients and advisors. Build strong relationships with financial advisors, accountants, lawyers, and other professional partners.
What You'll Need to Succeed
Fluent in Mandarin and English (written and verbal communication). Minimum 5 years of experience within the financial services industry. Strong expertise in personal and corporate tax planning, estate planning, and wealth transfer strategies. Experience advising High Net Worth (HNW) Clients and collaborating with legal and accounting professionals. Knowledge of retirement compensation arrangements, charitable gifting, wills, trusts, business succession, and estate preservation planning. Excellent presentation, facilitation, consulting, and relationship-building skills. Strong analytical, organizational, and communication abilities.
One of the following professional designations
CPA LL.B/JD FCIA Completion of the CICA In-Depth Tax Program and/or In-Depth Tax Issues for the Owner Manager Business Program is considered a strong asset. Ability to travel within the GTA to meet Clients and advisors as required.
What You'll Get in Return
You will have the opportunity to work with a talented team of professionals in a dynamic and supportive environment. The client offers competitive compensation, the opportunity to work with high-profile advisors and affluent Clients, exposure to complex financial planning cases, and the chance to make a significant impact on Client success and business growth.
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About Hays
We are leaders in specialist recruitment and workforce solutions, offering advisory services such as learning and skill development, career transitions and employer brand positioning.
As the Leadership Partner to our customers, we invest in lifelong partnerships that empower people and businesses to succeed. We help you achieve your career goals and deliver your business needs by combining meaningful innovation with our global scale and insights.
Last year we helped over 280,000 people find their next career. Join the millions of people around the world that our specialist recruitment consultants provide with up-to-date information on career options, interesting insights and specific industry trends.
We help our customers define and implement strategies to create inclusive and equitable workplaces. Through harnessing and analysing data, we support business decision making and advise on how to access Talent Networks. We also assist in identifying attractive employer propositions by truly understanding a company’s identity, and support clients with all aspects of their Early Careers proposition, from strategic planning through to operational execution.
Hays is the market leader in the UK and Asia Pacific and one of the market leaders in Continental Europe and Latin America. The c.12,800 people we employ around the world partner with clients and candidates to power the world of work. Every day our expert consultants help thousands of candidates find their next role, and they also help clients reshape workforces and deal with talent shortages. In the year to 30 June 2021, we placed 77,000 people in permanent jobs and 244,000 people into temporary roles. For more information about our global network, strategy and Group financial results, visit www.haysplc.com