Director, Tax, Retirement & Estate Planning

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.