Director, Tax, Retirement & Estate Planning
Jobgether · Canada
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About the role
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Director, Tax, Retirement & Estate Planning based in Canada.
This is an exciting opportunity for an experienced tax and wealth planning professional to help financial advisors deliver sophisticated planning solutions that support long-term client success. Working closely with sales teams and industry professionals, you will provide expert guidance on tax, retirement, and estate planning while contributing to educational initiatives and business development strategies. This highly collaborative role combines technical expertise with relationship management, thought leadership, and client-facing presentations. You'll influence advisor success through strategic consultations, market insights, and innovative planning resources while staying at the forefront of legislative and industry developments. The position offers a flexible work environment with opportunities to make a measurable impact across a national advisor network.
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