At a Glance
- Tasks: Lead and guide advisors in advanced tax and estate planning strategies across Canada.
- Company: Join Worldsource, a trusted leader in the Canadian insurance landscape.
- Benefits: Competitive salary, professional development, and opportunities to shape industry practices.
- Other info: Dynamic role with opportunities to present at key industry events.
- Why this job: Make a real impact by sharing your expertise and shaping best practices in planning.
- Qualifications: 10+ years in advanced planning with strong public speaking and writing skills.
The predicted salary is between 121500 - 148500 $ per year.
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
National Expert in Tax and Estate Planning in Vancouver employer: IDC Worldsource Insurance Network Inc.
At Worldsource, we pride ourselves on being an exceptional employer that fosters a collaborative and innovative work culture. As the National Director in Tax and Estate Planning, you will not only have the opportunity to lead and influence industry practices but also benefit from ongoing professional development and networking opportunities across Canada. Our commitment to employee growth, coupled with our supportive environment, makes Worldsource a rewarding place to advance your career while making a meaningful impact in the insurance landscape.
Contact Details:
IDC Worldsource Insurance Network Inc. Recruitment Team
