Job Description
Elevate tax planning excellence with PPI as Vice President in Montreal, Quebec. Drive innovative estate solutions for high net worth clients in a hybrid work setting.
In a crucial position, you will integrate tax and estate planning insights while collaborating closely with accountants, lawyers, and actuaries. Your responsibilities include preparing detailed reports, responding to specific inquiries, and offering workshops that educate insurance advisors on critical planning topics. Your contributions will shape financial strategies for affluent clients, enhancing their decision-making process.
Key Responsibilities:
• Prepare technical reports for insurance advisors
• Collaborate on proposals for ultra-high net worth clients
• Address inquiries from insurance and corporate personnel
• Communicate key insights to qualified advisors
• Present training sessions on planning topics
Requirements:
• Chartered professional accountant or lawyer
• 10+ years of incom...
In a crucial position, you will integrate tax and estate planning insights while collaborating closely with accountants, lawyers, and actuaries. Your responsibilities include preparing detailed reports, responding to specific inquiries, and offering workshops that educate insurance advisors on critical planning topics. Your contributions will shape financial strategies for affluent clients, enhancing their decision-making process.
Key Responsibilities:
• Prepare technical reports for insurance advisors
• Collaborate on proposals for ultra-high net worth clients
• Address inquiries from insurance and corporate personnel
• Communicate key insights to qualified advisors
• Present training sessions on planning topics
Requirements:
• Chartered professional accountant or lawyer
• 10+ years of incom...
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