Director, Advance Planning (Bilingual-English/Mandarin)

Director, Advance Planning (Bilingual-English/Mandarin): On behalf of our Financial Services client, Procom is searching for a Director, Advance Planning (Bilingual-English/Mandarin) for a contract position based in the Central North East Region of Toronto. Director, Advance Planning (Bilingual-English/Mandarin) - Job Description: The Director of Advanced Planning is responsible for delivering advanced tax and estate planning advice to clients through financial advisors, and educating financial advisors and internal audiences on tax-efficient products and services. The role involves supporting the Regional Sales Team and driving sales by providing case consultation and support for tax-efficient insurance solutions. Director, Advance Planning (Bilingual-English/Mandarin) - Responsibilities: • Develop a thorough understanding of various distribution channels by establishing and enhancing relationships • Promote and deliver effective tax and estate planning advice to the sales team and key distribution partners • Deliver and promote sales tools that support financial planning concepts and specialty needs analyses • Work with High Net Worth Clients and their allied professionals to identify tax-planning opportunities • Consult in the creation and deployment of consumer/allied advisor reference materials • Deliver training workshops and associated materials for financial advisors • Deliver client seminars and associated materials • Participate in case development, including case research and special illustration • Participate in industry profile-building activities • Keep current on tax and estate planning issues through research Director, Advance Planning (Bilingual-English/Mandarin) - Mandatory Skills: • Strong knowledge of personal and corporate tax planning • Excellent understanding of industry trends and their implications • Experience working in the High Net Worth Market • Strong organization and analytical skills • Excellent presentation, facilitation, and training skills • Strong interpersonal and influencing skills • Strong verbal and written communication skills Director, Advance Planning (Bilingual-English/Mandarin) – Nice-to-Have Skills: • CPA, LL.B, or FCIA designation • Completion of the CICA In-depth Tax Program • Completion of the In-Depth Tax Issues for the Owner Manager Business course Director, Advance Planning (Bilingual-English/Mandarin) – Assignment Length: This is a 6-month contract with the possibility of extension Director, Advance Planning (Bilingual-English/Mandarin) - Start Date: ASAP. Director, Advance Planning (Bilingual-English/Mandarin) - Assignment Location: Telecommuter/Remote (regular travel to client sites)

The Director provides advanced tax and estate planning advice to clients and educates financial advisors on tax-efficient products. They support the Regional Sales Team by identifying tax-planning opportunities for High Net Worth clients and delivering training workshops.

Candidates must have strong knowledge of personal and corporate tax planning and experience in the High Net Worth market. Professional designations such as CPA, LL.B, or FCIA and completion of in-depth tax programs are preferred.

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Personal Tax Planning
• Corporate Tax Planning
• Estate Planning
• High Net Worth Market
• Presentation Skills
• Facilitation
• Training
• Interpersonal Skills
• Influencing Skills
• Verbal Communication
• Written Communication
• Analytical Skills
• Organization
• Mandarin Fluency
• English Fluency

• Finance & Accounting
• Management & Leadership
• Legal
• Sales
• Consulting

Formation minimale

Diplôme professionnel

Expérience minimale

10+ ans

Postuler avant le

30 août 2026

Langue de l’offre

anglais

Heures de travail

40 heures par semaine

Exigences de lieu

Country, Ontario, Canada

Niveau d’expérience

Director

Mode de candidature

La candidature directe est offerte