Advance your career as a Director of Tax and Estate Planning with Mackenzie Investments in Calgary. This hybrid role focuses on enhancing wealth preservation strategies across Canada.
In this high-impact role, you will report directly to the VP of Tax and Estate Planning, providing essential support to Retail Distribution teams in multiple provinces. You will tackle complex tax issues faced by financial advisors, facilitate educational presentations, and develop high-net-worth client reports. Your knowledge will play a key role in driving client satisfaction and success.
Key Responsibilities:
• Partner with advisors to enhance business growth
• Formulate responses to tax inquiries
• Deliver educational content to clients and stakeholders
• Produce detailed tax and estate reports for clients
• Conduct media research for effective communication
Requirements:
• Expert understanding of Canadian tax frameworks
• Relevant legal or accounting qualifications prefe...