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Job Description & How to Apply Below
A leading bank in the Americas is seeking a Director for Tax, Estate Planning, and Retirement Strategy in Toronto. This pivotal role acts as a specialist, translating complex planning concepts into actionable advice for clients and supporting financial advisors. The ideal candidate will have over 10 years' experience in financial planning, with a strong grasp of Canadian tax systems and exceptional interpersonal skills.
This position fosters collaboration across teams to enhance sales initiatives and deepen client relationships, contributing to a culture of high performance and inclusivity.
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