Senior Director, Tax & Estate Planning (Mandarin Bilingual)

**Senior Director, Tax & Estate Planning (Mandarin Bilingual)**

Make an impact in the insurance sector by supporting financial advisors and delivering advanced tax and estate planning expertise. This remote GTA-based opportunity offers a dynamic mix of client consulting, presentations, advisor education, and strategic planning in a collaborative professional environment.

**What is in it for you:**

• Salaried: $80-90 per hour.

• Incorporated Business Rate: $90-100 per hour.

• 6-month contract with the possibility of extension.

• Full-time position: 37.50 hours per week.

• Day schedule, 37.50 hours per week.

• Remote work arrangement for candidates based in the Greater Toronto Area.

• Daily travel to client offices is required as part of the role.

**Responsibilities:**

• Deliver advanced tax and estate planning advice to end clients through financial advisors.

• Provide education to financial advisors and internal audiences as a subject matter expert on new and existing tax-efficient products and services.

• Develop a thorough understanding of the various distribution channels by establishing and enhancing relationships.

• Promote and deliver tax and estate planning advice to the sales team and key distribution partners.

• Deliver and promote sales tools that support insurance products, proprietary financial planning concepts, specialty needs analyses, and legal and compliance considerations.

• Work with high-net-worth clients and their professional advisors, including accountants and lawyers, to identify tax-planning opportunities related to estate planning, wealth management, business succession, and business continuation planning.

• Consult in the creation and deployment of consumer and allied advisor reference materials.

• Deliver training workshops and supporting materials for financial advisors.

• Deliver client seminars and supporting materials.

• Support case development activities, including case research and special illustrations.

• Participate in industry profile-building activities.

• Conduct ongoing research to remain current on tax and estate planning issues.

• Partner with the Regional Sales Director to provide case consultation and support advisors by delivering tax-efficient insurance solutions.

**What you will need to succeed:**

• 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 is considered an asset.

• years of professional experience in the financial services industry.

• Strong knowledge of personal and corporate taxation, including retirement compensation arrangements, charitable giving, wills and trusts, business ownership, and succession planning.

• Experience working with high-net-worth clients and their professional advisors, including accountants and lawyers.

• Excellent understanding of industry trends and their impact on achieving business sales objectives.

• Strong organizational and analytical skills.

• Excellent presentation, facilitation, and training skills.

• Strong interpersonal and influencing skills.

• Professional in Mandarin and English to deliver tax and estate planning advice, conduct client seminars and training sessions, and support financial advisors and clients in both languages.

**Why Recruit Action?**

Recruit Action (agency permit: AP-2504511) provides recruitment services through quality support and a personalized approach. As part of the screening process, some applications may be reviewed using artificial intelligence tools. Only candidates who meet the hiring criteria will be contacted.