Senior Professional Services Executive at PPI

Elevate your career with PPI as the Vice President of Professional Services in Montreal, Quebec, specializing in tax and estate planning for insurance advisors. Shape strategies that impact client wealth management.
This management position is essential for guiding the Professional Services team in the intricacies of tax and estate planning. Your expertise will help prepare crucial reports, offer collaboration with various internal teams, and support high net worth clients in achieving their financial goals. Hybrid working arrangements promote both flexibility and productivity within the team.
Key Responsibilities:
• Generate comprehensive tax and estate planning documents
• Partner with business development on major client proposals
• Answer tax inquiries from advisors and corporate staff
• Facilitate discussions with professional advisors
• Lead educational sessions for advisors on relevant topics
Requirements:
• Chartered accountant or lawyer status requir...