Director of Advanced Planning
Core
Client-facing expert providing advanced tax, legal, estate, and financial planning strategies to support sales teams and advisors.
Role type
Senior IC financial planning specialist (client-facing)
Builds
Advanced planning solutions, sales tools, and educational content for EFPS and Advisors
Domain
Financial services, estate planning, tax law
Deliverable
client delivery
Required skills
Advanced tax planning, estate and trust law, business succession planning, financial planning, case research, seminar facilitation, thought leadership
Preferred skills
CFP® designation, Pl. fin. designation
Technologies
Proprietary financial planning concepts, specialty needs analyses
Responsibilities
Promote and deliver advanced planning expertise to EFPS and sales teams; Participate in joint field work with Advisors to identify tax and wealth planning opportunities; Resolve complex cases involving estate and business succession planning; Build team capability through seminars and workshops; Deliver client seminars and associated materials; Contribute to the Financial Planning Centre of Excellence through thought leadership
Seniority
Senior, hands-on IC