Regional Vice-President, Wealth Planning, Taxation

CI Investments Inc - Toronto, ON (8 months ago)

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CI Private Counsel, a subsidiary of CI Financial, provides a broad range of portfolio and wealth management solutions exclusively through a national network of financial advisors affiliated with Assante Wealth Management and Stonegate Private Counsel. We operate under the brand Assante Private Client. CI Private Counsel is part of CI Financial, a diverse group of financial services firms with about $179.8 billion in total assets at April 30, 2019.

POSITION: Regional Vice-President, Wealth Planning (Tax)
STATUS: Full-time


We are currently seeking a Regional Vice President, Wealth Planning (Tax) to join our Wealth Planning team.

In this role, the successful candidate will be responsible for providing comprehensive and integrated wealth planning services and support for CI Private Counsel and clients of Assante Wealth Management and Stonegate Private Counsel. Recognizing the complex and diverse needs of our clients, comprised largely of successful business owners and high net worth families, you will take a holistic approach to identify client needs and proactive planning opportunities leveraging past experiences in tax planning. This role provides the opportunity to collaborate with members of both our regional and national wealth planning team and professionals from some of Canada’s top legal and accounting firms. Your passion is supporting advisers in delivering a truly differentiated experience their clients will value and talk about. The individual works as a part of a team consisting of estate planning specialists, tax specialists, financial planners, investment counselors, and insurance specialists.


Meet with financial advisors and their current and prospective clients to discuss tax planning strategies
Present tax plans prepared by our centralized Wealth Planning Group for high net worth clients and work with their client’s existing professionals on timely implementation
Prepare memos relating to specific estate planning questions raised by clients, financial advisors and other corporate team members
Train and educate financial advisors and corporate staff on estate planning matters
Review draft legal documents related to planning and collaborate with legal counsel regarding same
Develop and present seminars for advisors, clients and prospective clients on various relevant tax planning topics
Meet with financial advisor’s centers of influence (professional legal and accounting firms) to demonstrate and promote the benefits of our collaborative wealth planning process
Respond to enquiries from financial advisors and corporate staff on wealth planning matters
Prepare articles/reference materials on a variety of wealth planning topics as well as technical content for business development material on an occasional basis


A professional accounting or legal designation and the completion of the CICA in-depth tax course, CBA Tax Law for Lawyers program, a Masters in Taxation or equivalent is required
Minimum of five years of professional experience in an owner-manager tax practice. Experience in estate planning would be an asset
CFP designation or TEP designation would be an asset
Operate with a high level of professionalism, skills and knowledge and able to communicate complex planning strategies in an understandable way to advisors, clients and their professional advisors
Strong presentational skills for presenting to large and small groups
Ability to work independently and as part of a national team
Strong organizational, analytical skills and attention to details
Experience with Microsoft Office and computer based income tax research software


Office environment
Same day travel around Ontario with the occasional overnight

Our dedication to the Employee Experience at CI is aimed at supporting, empowering and inspiring our talented team through:

Recognition & Compensation
Training & Development
Health & Well-being
Communication & Feedback

If you are a passionate, committed and dynamic individual, please submit your resume in confidence by clicking “Apply”.

Only qualified candidates selected for an interview will be contacted.

CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and we are committed to providing accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, or require this posting in an additional format, please contact us at, or call 416-681-4747. If you are contacted by CI regarding a job opportunity or testing and require accommodation in any stage of the recruitment process, please use the above contact information. We will work with all applicants to determine appropriate accommodation for individual accessibility needs.