Directrice ou directeur, Stratégies fiscales, successorales et de retraite - Montréal

Join a winning team as Director, Tax and Estate Strategies, providing expertise in succession planning to stimulate advisor mobilization and sales projects, and help advisors deepen client relationships and drive asset growth.

Requirements

• Collaborate with national and regional sales teams to provide tax, estate, and retirement planning advice
• Design and present client-facing training materials
• Provide technical expertise to distribution and digital resources
• Monitor and report on legislative and regulatory changes
• Represent the company at industry conferences and client events
• Support exceptional advisor practices through consultations and advanced planning discussions

Benefits

• Opportunity to work with a leading financial institution
• Collaborative and inclusive work environment
• Chance to contribute to the success of clients and their community