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.