Director, Tax, Retirement & Estate Planning

About the role

This senior advisory position sits at the intersection of wealth distribution, advanced financial planning, and strategic client support within a fast‑evolving investment environment. You will act as a trusted subject‑matter expert, enabling financial advisors across Canada to deliver effective tax, retirement and estate planning solutions.

Key responsibilities

• Provide expert guidance, consultations and case support on tax, retirement and estate planning to advisors and internal sales teams.
• Develop and deliver educational content, workshops and seminars to strengthen advisor knowledge.
• Partner with retail wealth sales teams to identify opportunities, support product positioning and drive growth of investment solutions.
• Conduct in‑depth case analysis, build financial illustrations and support complex client scenarios involving personal, corporate and trust taxation.
• Monitor regulatory and legislative changes to ensure compliance of all materials and recommendations.
• Produce thought‑leadership articles and training materials to enhance advisor engagement.
• Collaborate cross‑functionally to create tools, resources and frameworks for optimized financial planning outcomes.

Required profile

• Minimum 7 + years of experience in financial services with a focus on tax, retirement and estate planning.
• Deep expertise in Canadian taxation, retirement planning strategies and estate planning principles.
• Strong knowledge of personal, corporate and trust taxation frameworks.
• Exceptional communication, presentation and facilitation skills.
• Ability to translate complex financial and regulatory concepts into clear guidance.
• Professional designation strongly preferred (CA, LLB, FCIA; CFP is an asset).

Required skills