Join PPI as a Vice President, Professional Services in Montreal, Quebec, focusing on advanced tax and estate planning for insurance advisors. Your insights will guide client decisions and strategies.
In this pivotal role, you will work alongside accountants, lawyers, and actuaries to craft solutions tailored for high net worth clients. You’ll prepare comprehensive reports, respond to specific inquiries, and conduct workshops aimed at educating advisors on critical tax matters. Embrace a hybrid work culture that promotes an inclusive environment focused on excellence and innovation.
Key Responsibilities:
• Prepare technical reports for insurance advisors
• Collaborate on proposals for ultra-high net worth clients
• Address inquiries from insurance and corporate personnel
• Communicate key insights to professional advisors
• Present training sessions on planning topics
Requirements:
• Chartered professional accountant or lawyer
• 10+ years of income tax expe...