Director, Advance Planning - 1679

In this role, you will serve as a regional tax and estate planning subject matter expert. You will deliver advanced planning advice to end clients through financial advisors, support sales teams, and provide education on tax-efficient products and solutions. This is a hybrid/remote position based in the Greater Toronto Area (GTA), requiring daily local travel to meet with clients and advisors at their offices.


Advantages
•Elite Industry Engagement: Work alongside dynamic financial professionals and represent a leading global financial brand.
•High-Net-Worth Market Focus: Direct engagement with High-Net-Worth (HNW) clients and their allied professionals (lawyers, accountants, tax experts).
•Flexible Work Model: Enjoy remote work flexibility while maintaining active, in-person client advisory relationships across the GTA.
•Strategic Impact: Key role in driving sales and advisor capability through advanced case support and consultative guidance.


Responsibilities
•Deliver sophisticated tax and estate planning advice to clients through financial advisors, optimizing tax-efficient insurance solutions.
•Partner with the Regional Sales Director to equip regional sales teams with up-to-date tax and estate planning insights.
•Engage directly with High-Net-Worth clients and their legal and accounting advisors to identify wealth, business succession, and estate planning opportunities.
•Design and deliver educational workshops, seminars, and training materials for financial advisors and client groups.
•Lead complex case development, including case research, specialized financial illustrations, and custom planning scenarios.
•Create and deploy reference and marketing tools supporting proprietary financial planning concepts, tax strategies, and compliance standards.
•Conduct ongoing research to remain current on personal/corporate tax laws and industry trends.


Qualifications
•Designations: Active CPA, LL.B, or FCIA designation is required.
•Language Skills: Full professional fluency in both English and Mandarin (written and verbal).
•Experience: Minimum of 5 years of professional experience within the financial services sector.
•Tax Expertise: Deep expertise in personal and corporate taxation, including trusts, wills, charitable gifting, Retirement Compensation Arrangements (RCAs), and business succession planning.
•Asset: Completion of the CICA In-Depth Tax Program and the In-Depth Tax Issues for the Owner-Manager Business course.


Summary
This position offers a tax and estate specialist the opportunity to drive high-value client outcomes and advisor development within a leading financial organization. If you hold a CPA, LL.B, or FCIA designation, possess deep corporate tax knowledge, and are fluent in Mandarin, submit your application to learn more about this opportunity.

Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.

Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to accessibility@randstad.ca to ensure their ability to fully participate in the interview process.

This posting is for existing and upcoming vacancies.