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Job Title: TAX & ESTATE PLANNING SPECIALIST ( ID: A1235 )
Career Category: Business Development, Estates, Marketing, Sales, Tax
Posted Date: 2010-01-19
Location: Toronto
Description:  
Our client, the Canadian arm of a large international provider of insurance and investment products is looking to add a Tax & Estate Planning Specialist to their team.

Reporting to the SVP, Marketing and Distribution Management, you will be responsible for assisting in increasing sales by providing expertise and acting as a resource, and raising the overall profile of the company.

Your responsibilities will include:
-meeting with advisors to improve relationships, to garner support and ensure that company is viewed as a medium/large supplier
-presenting at industry forums
-providing feedback and ideas on marketing materials
-contributing articles for newsletter and other publications
-attending all sales meetings and tax/estate planning meetings
-providing tax and estate planning support

Requirements:

You are the ideal candidate if you:
-have legal experience in the insurance or financial services industry
-possess excellent tax and/or estate planning knowledge
-have exceptional client focus with strong professional acumen
-are able to cultivate relationships with advisors and clients
-have excellent communication and presentation skills

If this describes you, and you are interested in joining a progressive, employee focused organization that provides an intellectually stimulating work environment and provides a competitive compensation and bonus package, send us your details.

        

 

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