We empower our employees to take ownership of meaningful work, grow professionally, and work on innovative projects. Our goal is to support and engage our employees every step of the way. The Tax, Retirement and Estate Planning (TREP) team at CI Global Asset Management (CI GAM) provides tax, retirement, and estate planning support to its Sales team, financial advisors, and planners. We are currently seeking a Director, Tax, Retirement and Estate Planning to join our team in Toronto. Act as a subject matter expert, identifying and providing solutions for tax, retirement, and estate planning issues. # Support Sales in identifying sales opportunities related to tax, retirement, and estate planning strategies. # Collaborate with internal departments to share technical knowledge and meet company objectives. # Bilingual: Fluent in French and English Experience: 3-5 years in tax and estate laws Education: Post-secondary degree in business or legal field Skills: Strong communication, research, analytical, and project management skills Knowledge: Proficiency in tax and estate planning resources Office presence required 3 days per week. #CI Financial is committed to providing top-quality investments and advice to individuals and institutions. We value diversity and inclusion in our workforce. Flexible & Hybrid Work Program Training Reimbursement Corporate Discount Program