National Expert In Tax And Estate Planning
IDC Worldsource Insurance Network Inc.
Step into a leadership role at Worldsource as the National Director, specializing in Tax, Estate, and Insurance Planning. This position is vital for delivering expert consultation on advanced planning strategies across Canada.
As a thought leader, your role will encompass guiding advisors on complex estate and tax strategies while also helping establish Worldsource as a trusted resource in the Canadian insurance landscape. You will craft educational resources, present at significant events, and engage with industry professionals to shape best practices and client strategies in advanced planning.
Key Responsibilities: - Provide strategic guidance to advisors across Canada - Review advanced planning cases productively - Create educational materials including white papers - Deliver presentations at key industry events - Monitor changes in legislation and regulations
Requirements: - 10+ years of experience in advanced planning - Expertise in taxation and estate matters - Strong public speaking and content writing abilities - Preferred qualifications: CPA, CLU, or TEP - In-depth knowledge of corporate-owned life insurance
Utilize your expertise to drive advancements in tax and estate planning at Worldsource.#J-18808-Ljbffr
As a thought leader, your role will encompass guiding advisors on complex estate and tax strategies while also helping establish Worldsource as a trusted resource in the Canadian insurance landscape. You will craft educational resources, present at significant events, and engage with industry professionals to shape best practices and client strategies in advanced planning.
Key Responsibilities: - Provide strategic guidance to advisors across Canada - Review advanced planning cases productively - Create educational materials including white papers - Deliver presentations at key industry events - Monitor changes in legislation and regulations
Requirements: - 10+ years of experience in advanced planning - Expertise in taxation and estate matters - Strong public speaking and content writing abilities - Preferred qualifications: CPA, CLU, or TEP - In-depth knowledge of corporate-owned life insurance
Utilize your expertise to drive advancements in tax and estate planning at Worldsource.#J-18808-Ljbffr
Vacancy posted 2 hours ago
Similar jobs that could be interesting for youBased on the National Expert In Tax And Estate Planning in Winnipeg, MB vacancy
- ...join a team that goes above and beyond for their clients. The Estate Planning Assistant is accountable for supporting Head Office and Estate... ...insurance illustrations from the insurance carriers as requested. Plan and organize seminars, lunch and learns, workshops and product...SuggestedFull timeContract workTemporary workFixed term contractWork at officeMonday to friday
- 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...NationalTax
IDC Worldsource Insurance Network Inc.
Winnipeg, MB2 hours ago $130k - $180k per year
...expertise in multi-generational life insurance planning. For more than 25 years, we have... ...while growing and preserving wealth and estates in a tax-efficient manner. Working closely... ...Teams and in-person sales meetings and plan management meetings with clients and their...TaxHome officeWestward Advisors Ltd.
Winnipeg, MB2 hours ago- ...Experience Level: New Agents, Experienced Agents, or Those Planning to Become Licensed Grow your real estate career with powerful tools, proven support, and a... ...the difference. What You Get at Royal LePage: National Canadian Brand Recognition & Leadership Stand out in...NationalFull timePart timeLocal areaShift work
- ...As a Senior Financial Planner, you’ll expertly deliver on CIBC’s Imperial Service approach... ...a large portfolio and helping clients plan for today’s needs and tomorrow’s goals.... ...your experience in investment, estate, retirement, tax planning and credit planning to provide...TaxBank staffLocal areaFlexible hoursAfternoon shift
- ...Royal LePage is committed to helping you launch your real estate career by providing the industry-leading training, lead generation and... ...galas, and business-building conferences, offering insights from experts and peers to leverage proven tactics. A means to strengthen your...Full timeInternshipLocal area
- ...best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge... ...world.Job Description: The Director, Advanced Planning (DAP) is accountable for providing advanced tax and estate planning solution advice to high net worth end-...TaxWork at officeFlexible hours
Sun Life Assurance Company of Canada
Winnipeg, MB2 hours ago - ...Stanley 1913, a leader in lifestyle and outdoor products, seeks a National Sales Manager for Canada. This remote role supports Vancouver or... ...You will manage a team of external reps and drive omnichannel plans with Marketing and Sales Leadership. The ideal candidate has 5+ years...NationalRemote work
- Lead advanced tax and estate planning advice at Sun Life, supporting financial advisors and high net worth Clients through a hybrid work model. Apply personal and corporate taxation expertise while influencing wealth and insurance solutions.As Director, Advanced Planning, you...Tax
Sun Life Assurance Company of Canada
Winnipeg, MB2 hours ago - Bring advanced tax and estate planning expertise to RBC Family Office Services in Vancouver, supporting advisors and high-net-worth clients. This full-time position offers a 37.5-hour workweek.As a Financial Advisory Consultant, you will provide specialized guidance across...TaxFull timeWork at office
RBC
Winnipeg, MB2 hours ago - Apply advanced tax expertise to life insurance planning as Westward’s customer-facing Director, supported by a home-office structure and Microsoft Teams.... ...lawyers, and professional advisory teams. You will address estate preservation, business succession, wealth protection,...TaxWork at officeHome office
Westward Advisors Ltd.
Winnipeg, MB2 hours ago - RBC Family Office Services in Montréal invites a seasoned tax, estate and financial planning professional to join the FAST team. You will advise RBC Wealth Management clients on complex tax and estate strategies for high-net-worth individuals and business owners. Requires CPA...TaxWork at office
RBC
Winnipeg, MB2 hours ago - BMO Trust Company in Toronto leads a national Will and Power of Attorney program, providing expert governance, standard templates, and best practices across Canada. The role partners with Legal, Compliance, and Risk to ensure fiduciary obligations and regulatory adherence....National
BMO
Winnipeg, MB2 hours ago - ...Vancouver Island, applying project management expertise and First Nations health governance knowledge. Hybrid work includes required travel... ...management Develop project scope statements and engagement plans Lead project planning and regional needs assessments Review...Remote work
$180k - $200k per year
...Lead planning on a multi-billion flagship Toronto transit project, with a genuine opportunity to step up in scale, responsibility and long-term career growth. You’ll lead a team of five and inherit a mature programme, with direct exposure to the Project Controls Lead and Project...Long term contractFor contractorsRelocation- ...Service’s Ministry of Energy and Minerals is seeking a Manager, Business Planning to lead and coordinate the department’s planning and reporting efforts, including the development of the business plan and annual report. The role collaborates with divisions to drive performance...
- ...Intern you will work side by side with subject matter experts in a team-based environment to identify tax savings opportunities for Fortune 500 and 1,000 clients... ...’s or Master’s degree in Accounting, Finance, Real Estate or Economics. Anticipated graduation date within one...TaxFull timeInternshipSummer internshipWork at officeLocal area
- ...Ontario, Alberta, Saskatchewan or Manitoba for a Regional AVP Tax, Retirement and Estate Planning. If you have a professional accounting or legal... ...innovative products, excellent service and professional, expert advice. If you thrive in a consultative environment, enjoy...TaxLong term contractTemporary workLocal areaRemote workFlexible hours
Manulife
Winnipeg, MB2 hours ago - ...protein that Canadians love under iconic national and regional brands, like Maple Leaf®, Schneiders... ...Opportunity: The Material Supply and Planning Manager is a key member of the... ...requirements into realistic, executable production plans. The manager connects demand, plant...NationalHourly payTemporary workWeekend work
- ...and community. Position Overview: We are seeking a Long-Term Planning Analyst to join our Asset Management Strategy and Planning... ...develop, maintain, and continuously improve the Asset Management Plan (AMP), Manitoba Hydro's long-term (10+ years) projection of asset...Hourly payLong term contractInternship
- ...transition wealth through sophisticated insurance and estate planning solutions. By leveraging leading insurance products and advanced tax-efficient strategies, we help clients address... ...the firm's most affluent clients, providing expert insurance guidance as an integral component...TaxLong term contractWork from home
TD Bank Group
Winnipeg, MB2 hours ago usd112k per year
...McCone Properties is recruiting ambitious real estate agents to build a Dubai-based career. The role includes relocation support, comprehensive training, and RERA licensing assistance. You will be trained from zero and work on commission with the potential to earn substantial...RelocationRelocation package- ...seeking talent to fill the position of Senior Manager, Financial Planning, Costing & Internal Reporting. This job is full-time permanent.... ...from the first day of work Defined-contribution pension plan with generous employer participation from the first day of work...Permanent employmentFull timeWork at officeRemote work
- ...clients with holistic discovery and planning towards customized wealth... ...their wealth through a number of tax advantaged strategies utilizing... ...the client’s overall financial plan. Offer insurance solutions... ...Promote and offer full suite of Estate Planning products, services and...TaxMinimum wageLocal areaWork from home
TD
Winnipeg, MB2 hours ago - ...Desjardins Group in Montreal, QC, seeks a Senior Tax Advisor to lead complex tax strategies for clients within the Desjardins network... ...strategic initiatives. With six-plus years in taxation and financial planning, you will develop advanced tax guidance, support corporate...Tax
- A career as a Senior Planning Advisor in the Corporate Real Estate Department at National Bank means leading the support, prioritization and coordination of real estate... ...Business Strategy sector brings together several experts who work in an agile, proactive and collaborative...NationalLong term contractWork at officeRelocationFlexible hours
Banque Nationale du Canada
Winnipeg, MB2 hours ago - ...the face of change.Make an impact with our National Tax Services Group as a Manager. This diverse... ...in internal tax compliance and planning projectsMentor, motivate and coach team members... ...time, 4 paid personal days, a group pension plan with 4% matching, voluntary savings...NationalTaxLocal areaRemote workFlexible hours
MNP
Winnipeg, MB2 hours ago - ...Description Role Overview An experienced tax leader in AltaGas' Calgary-based tax... ...annual goal setting, individual development plans, training, coaching, and formal... ...Public accounting experience (Big 4 or national firm) preferred. Advanced Excel and data...NationalTaxLocal area
$170k - $300k per year
...responsible for: Research and analyze various federal income tax issues in connection with but not limited to: accounting methods,... ...progressive federal income tax consulting experience dealing with either: National Tax Office work, accounting methods, or operating...NationalTaxWork at officeLocal areaShift workEisnerAmper
Winnipeg, MB2 hours ago- Support UBC donor relationships through gift and estate planning coordination, fundraising research, and stewardship in a collaborative university setting.As Development Coordinator, you will support UBC’s Gift and Estate Planning unit and frontline fundraising team. The work...
University of British Columbia
Winnipeg, MB2 hours ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to National Expert In Tax And Estate Planning. Be the first to apply!
