This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Director, Tax, Retirement & Estate Planning in Canada.

This senior advisory role 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 more effective tax, retirement, and estate planning solutions to their clients. The role blends technical depth with client-facing influence, requiring strong communication and the ability to translate complex financial concepts into actionable insights. You will also play a key role in shaping educational content, leading seminars, and supporting high-value case consultations that directly contribute to business growth. Operating within a remote-first setup in Ontario with significant travel, you will collaborate closely with sales, distribution, and product teams. This is a highly visible role where your expertise will directly impact advisor success and client financial outcomes.

• Act as a senior subject matter expert in tax, retirement, and estate planning, providing guidance, consultations, and case support to financial advisors and internal sales teams across Canada.
• Develop and deliver educational content, presentations, workshops, and seminars to strengthen advisor knowledge and drive adoption of tax-efficient financial solutions.
• Partner with retail wealth sales teams to identify business opportunities, support product positioning, and contribute to the growth of investment solutions through strategic planning insights.
• Conduct in-depth case analysis, build financial illustrations, and support complex client scenarios involving personal, corporate, and trust taxation strategies.
• Monitor regulatory, legislative, and industry changes, ensuring all materials, tools, and recommendations remain compliant and up to date.
• Produce thought leadership content, articles, and training materials to enhance advisor engagement and reinforce planning expertise across distribution channels.
• Collaborate cross-functionally to develop tools, resources, and frameworks that support advisors in delivering optimized financial planning outcomes.

Requirements:

• Minimum 7+ years of experience in financial services, with a strong focus on tax, retirement, and estate planning.
• Deep expertise in Canadian taxation, retirement planning strategies, and estate planning principles, with proven application in client or advisory settings.
• Strong knowledge of personal, corporate, and trust taxation frameworks.
• Exceptional communication, presentation, and facilitation skills with the ability to influence senior stakeholders and advisor audiences.
• Proven ability to translate complex financial and regulatory concepts into clear, practical guidance.
• Professional designation strongly preferred: CA, LLB, or FCIA.
• Additional assets include CFP designation, TEP designation, CPA In-Depth Tax Program, MTax, or LLM Tax.
• Strong analytical and problem-solving skills with a high level of attention to detail.
• Experience working in or with distribution, wealth management, or advisor networks is highly valued.
• Bilingualism (English/French) is considered an asset.

Benefits:

• Competitive base salary ranging approximately from $110,000 to $180,000, plus eligibility for performance-based incentive compensation.
• Comprehensive health, dental, and vision coverage.
• Hybrid and flexible work arrangements, including remote work options within Ontario.
• Performance-based incentive programs linked to individual and organizational results.
• Strong culture of learning, mentorship, and professional development.
• Opportunity to work in a high-impact, client-focused environment within a global financial services organization.
• Exposure to advanced financial planning strategies and industry-leading investment solutions.
• Inclusive and collaborative culture that values diversity, innovation, and continuous improvement.

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Why Apply Through Jobgether?

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

#LI-CL1