Lead the way in tax and estate planning as PPI’s Vice President, Professional Services in Montreal, Quebec. Collaborate with a team of experts to provide insights to insurance advisors and their clients.
As an integral part of PPI’s Professional Services team, you will utilize your extensive knowledge in income tax and estate planning. Your role involves preparing technical reports, collaborating on complex proposals for high net worth clients, and offering actionable insights to enhance the value provided to advisors. This position offers a hybrid work environment, allowing you to balance remote work with in-office expectations.
Key Responsibilities:
• Prepare detailed tax and estate planning reports for advisors
• Develop custom insurance proposals for large cases
• Respond to inquiries from advisors and corporate teams
• Communicate with professional advisors regarding recommendations
• Conduct training on tax and estate planning topics
Requirements:
• Cha...