Regional AVP Tax, Retirement and Estate Planning Services
Core
Regional AVP providing consultative tax, retirement, and estate planning expertise to clients and investment advisors using wealth and investment products.
Role type
Senior IC tax and estate planning advisor
Builds
Tax planning solutions and educational seminars for investment advisors
Domain
Financial Services / Insurance / Wealth Management
Deliverable
client delivery
Required skills
Tax expertise, Estate planning, Retirement planning, Personal trusts, Corporate tax, Financial solutions, Numerical analysis, Proposal development, Regulatory interpretation
Preferred skills
Guaranteed wealth solution taxation, Financial services industry experience, TEP designation
Technologies
None stated
Responsibilities
Provide case-specific consultative tax, retirement, and estate planning expertise to clients and advisors; Provide educational presentations and seminars to investment advisors; Build local relationships with professional advisors; Assist in preparing proposals and customized numerical analysis for affluent clients; Provide federal and provincial tax and legal information to assist sales strategy development
