VP, Tax, Retirement & Estate Planning

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.

CI Advisor Consulting’s Tax, Retirement and Estate Planning (TREP) team at CI Global Asset Management (CI GAM) provides tax, retirement and estate planning support to financial advisors across Canada on behalf of our salesforce to assist with protecting and growing client wealth. Currently, the team is accepting applications for the position of Vice President, Tax, Retirement and Estate Planning. Working from Toronto, this position will report to the EVP, Head of Distribution.

This VP will be responsible for supporting advisors and the CI GAM Sales team by responding to detailed tax, retirement and estate pl...