About the role
Title: Director, Advance Planning (Bilingual - Mandarin fluency) Duration: 6 months (with a possibility of extension) Start Date: ASAP Location: One York Toronto Work Arrangement: Telecommuter/Remote (source within GTA only. Talent will require to go meet clients at their offices ) Strong presentation skills to present in seminars; these presentations are in English and Mandarin
Job Description: The Director, Advanced Planning is accountable for the delivering advanced tax and estate planning advice to end Clients through financial advisors; and for providing education to the financial advisors and internal audiences as a subject matter expert for new and existing tax efficient products and services. As a tax and estate planning expert, the DAP is also responsible for keeping the Regional Sales Team current with their knowledge of tax and estate planning solutions. By partnering with the Regional Sales Director, the DAP will drive sales by providing Advisors with case consultation and support through the delivery of the best tax efficient insurance solutions for the Client and solidify our partnership with Advisor and their Firm.
What do you need to succeed? • Strong knowledge of personal and corporate tax planning background, including but not limited to such tax planning areas such as Retirement Compensation Arrangements, charitable gifting, wills and trusts, and the dynamics of business ownership and succession planning. • Excellent understanding of industry trends and their implication on achieving business sales results/objectives. • Experience and comfortable working in the High Net Worth Market. • Strong organization and analytical skills • Excellent presentation, facilitation and training skills • Strong interpersonal and influencing skills • Strong verbal and written communication skills • Strong knowledge of personal and corporate taxation • CPA, LL.B or FCIA designation • Completion of the CICA In-depth Tax Program and the In-Depth Tax Issues for the Owner Manager Business course (considered an asset) • Minimum of 5 years' of professional experience within the financial services industry.
Note: AI-enabled tools may be used to sort applications based on job-related criteria. All AI generated results are vetted by our team and the decision of which candidates move forward is always made by a human.
About Bevertec
Established in 1981, Bevertec is a Canadian based IT firm that provides both professional IT staffing services and IT banking solutions to hundreds of satisfied clients in over 38 countries.
As a leader in information technology, we offer a unique combination of services by focusing on two core areas:
• IT Staffing and Professional Staffing Services • Software Solutions for the Banking and Finance Sector
Bevertec utilizes its innovative IT recruitment solutions for clients in industries which include and are not limited to:
• Financial services • Manufacturing • Communications • Transportation • Crown Corporations • Municipal, Provincial and Federal Government agencies.
Bevertec’s technology solutions provide robust, secure, open-system and multi-platformed e-commerce, banking and financial products that enable "anytime, anywhere" electronic commercial service delivery.
Bevertec draws its strength from a core of diverse and highly skilled professionals who consistently deliver strategic business solutions.
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About the role
Title: Director, Advance Planning (Bilingual - Mandarin fluency) Duration: 6 months (with a possibility of extension) Start Date: ASAP Location: One York Toronto Work Arrangement: Telecommuter/Remote (source within GTA only. Talent will require to go meet clients at their offices ) Strong presentation skills to present in seminars; these presentations are in English and Mandarin
Job Description: The Director, Advanced Planning is accountable for the delivering advanced tax and estate planning advice to end Clients through financial advisors; and for providing education to the financial advisors and internal audiences as a subject matter expert for new and existing tax efficient products and services. As a tax and estate planning expert, the DAP is also responsible for keeping the Regional Sales Team current with their knowledge of tax and estate planning solutions. By partnering with the Regional Sales Director, the DAP will drive sales by providing Advisors with case consultation and support through the delivery of the best tax efficient insurance solutions for the Client and solidify our partnership with Advisor and their Firm.
What do you need to succeed? • Strong knowledge of personal and corporate tax planning background, including but not limited to such tax planning areas such as Retirement Compensation Arrangements, charitable gifting, wills and trusts, and the dynamics of business ownership and succession planning. • Excellent understanding of industry trends and their implication on achieving business sales results/objectives. • Experience and comfortable working in the High Net Worth Market. • Strong organization and analytical skills • Excellent presentation, facilitation and training skills • Strong interpersonal and influencing skills • Strong verbal and written communication skills • Strong knowledge of personal and corporate taxation • CPA, LL.B or FCIA designation • Completion of the CICA In-depth Tax Program and the In-Depth Tax Issues for the Owner Manager Business course (considered an asset) • Minimum of 5 years' of professional experience within the financial services industry.
Note: AI-enabled tools may be used to sort applications based on job-related criteria. All AI generated results are vetted by our team and the decision of which candidates move forward is always made by a human.
About Bevertec
Established in 1981, Bevertec is a Canadian based IT firm that provides both professional IT staffing services and IT banking solutions to hundreds of satisfied clients in over 38 countries.
As a leader in information technology, we offer a unique combination of services by focusing on two core areas:
• IT Staffing and Professional Staffing Services • Software Solutions for the Banking and Finance Sector
Bevertec utilizes its innovative IT recruitment solutions for clients in industries which include and are not limited to:
• Financial services • Manufacturing • Communications • Transportation • Crown Corporations • Municipal, Provincial and Federal Government agencies.
Bevertec’s technology solutions provide robust, secure, open-system and multi-platformed e-commerce, banking and financial products that enable "anytime, anywhere" electronic commercial service delivery.
Bevertec draws its strength from a core of diverse and highly skilled professionals who consistently deliver strategic business solutions.