Director, Tax & Estate Planning

Foresters Financial Services, Inc.; Toronto; Hybrid; CAD 100,000 - 130,000; Full time

Job summary

A financial services company based in Toronto is seeking an experienced Assistant Vice President for Tax and Estate Planning. This role involves providing consulting support on complex estate and tax issues to Advisors and Wholesalers. Candidates should possess a legal or accounting designation with strong tax expertise and a minimum of 10 years of relevant experience. The position offers a hybrid work model and opportunities to support a national advisory practice.

Qualifications

• Minimum 10 years’ experience in a similar position.
• Expertise in taxation of private companies and estate planning.
• Advanced knowledge of life insurance company products.

Responsibilities

• Provide consulting support on tax and estate planning.
• Conduct research on technical tax issues.
• Develop materials for Advisors on new legislation.

Skills

Tax expertise

Legal and accounting knowledge

Communication skills

Research and analysis

Bilingual in French

Education

Legal or accounting designation with tax experience

Tools

Microsoft Office Excel

PowerPoint

Word

Teams

Job description

Overview

AVP, Tax & Estate Planning – Location: Toronto, Ontario | Time Type: Full Time

Role Summary: The Assistant Vice President, Tax and Estate Planning will provide consulting support to Advisors and Wholesalers on tax, product, legal and accounting issues in complex estate, tax and business planning situations. This role is national in scope and the incumbent will have the opportunity to build a national advisory practice supporting key Advisors, Wholesalers and business growth.

Key Responsibilities

Consulting and Advisory Support

• Provide case-specific consulting and advisory support to Advisors and Wholesalers on tax, product, conceptual, legal and accounting issues in complex estate, tax and business planning situations.
• Provide tax expertise and analysis on new product development initiatives.
• Support other internal partners with tax and legal expertise.
• Represent the company on industry or internal committees with respect to legislative and company initiatives related to insurance products.
• Foster effective working relationships with the Broker community and advanced tax and estate experts.
• Review financial plans for opportunities for advanced insurance opportunities.
• Collaborate with VIP Advisors on advanced and/or complex insurance questions and issues to develop value-added client solutions.

Education and Technical Resources

• Develop a knowledge base of technical reference materials, educational and sales presentations, webinars and associated documentation to support and educate Advisors, Wholesalers and Inside Sales Representatives.
• Provide accurate and timely technical information to Advisors and Wholesalers with respect to tax, estate planning and regulatory matters.
• Increase the knowledge and understanding of Advisors, Wholesalers and other key stakeholders with insurance products by supporting and developing sales concepts/strategies.
• Develop and communicate materials regarding new and/or changing legislation.
• Update and maintain technical reference materials in English and French to ensure accuracy and currency.
• Assist and coach the Inside Sales Team in providing effective assistance.

Research

• Conduct research regarding technical tax and estate planning issues to support large case files.
• Maintain an extensive knowledge of tax and estate planning issues related to the insurance industry.
• Maintain an in-depth knowledge of insurance company products, concepts, and illustration systems.

Key Qualifications

• Education (minimum required): Legal or accounting designation with tax experience (e.g., Masters in Tax or CICA in-depth tax course).
• CFP and/or TEP designations are an asset.
• Experience (minimum required): Expertise in the taxation of private companies, trusts and estate planning and financial planning skills are strong assets.
• Minimum 10 years’ experience in a similar position.
• Extensive experience dealing with and managing advisors and their expectations.
• Advanced knowledge of life insurance company products and illustration software.
• Extensive knowledge and experience in personal and corporate insurance planning, and estate planning issues, needs analysis and identification, and solutions.
• Ability to think creatively to identify sales and product opportunities.
• Ability to complete in-depth research and analysis on the feasibility of sales concepts, to develop easy to read technical articles describing the concepts as well as illustrations and PowerPoint presentations to support a sales concept package.
• Ability to understand and apply complex legislation to sales situations and to provide meaningful direction and product feature application to the various distribution channels.
• Excellent oral and written communication and presentation skills.
• Excellent organizational and prioritization skills and ability to meet tight deadlines.
• Computer software knowledge (Microsoft Office Excel, PowerPoint, Word, Teams).
• Bilingual in French is an asset.

LI-Hybrid

Equal Opportunity Employment and Inclusion – At Foresters Financial, we are committed to sustaining an equal opportunity environment for all job applicants. We embrace Inclusion, Diversity and Equity (IDE) as a core strategic objective for building strong, innovative teams.

Foresters Financial strives to provide an accessible candidate experience for prospective employees with different abilities. If you anticipate needing any type of accommodations during the recruitment process, please email [e-mail] in advance of your appointment.

Thank you for choosing Foresters. Only those candidates who will be selected for further consideration will be contacted by our Talent Acquisition Team.

About Us

Foresters Financial is an international financial services provider with a unique history that began in 1874 when we set out to provide access to life insurance for average, working families. More than 140 years later, we provide life insurance, savings, retirement and investment solutions that help families achieve long-term financial health and security.

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