28 Estate Planning jobs in Canada

Job Description

TITLE: Advisor, Insurance & Estate Planning
LOCATION: Calgary, AB
REPORTING: VP, Insurance & Estate Planning

JOB PURPOSE: Why does the role exist?
The Advisor, Insurance & Estate Planning role works to develop life insurance sales with both licensed
and non-licensed financial advisors. The Associate will have a passion for the life insurance industry
specifically as it relates to both financial and advanced planning concepts. The Advisor, Insurance &
Estate Planning will be responsible for policies and procedure, reporting, analysis and communication
as it pertains to the firm’s insurance business. The role reports to the VP Insurance & Estate Planning.

KEY ACCOUNTABILITIES:
• Promotes and fosters a culture of compliance throughout the firm.
• Promotes the firm’s brand, story and capabilities to our growing network of Integrated Advisory
community.
• Demonstrates knowledge on the strategic use of life and health insurance.
• Builds and develops centers of influence.
• Promotes the firm to our Integrated Advisory community and network as an expert in the field
of advanced life insurance applications.
• Demonstrated experience with tax, legal and continuity planning as it pertains to high net worth
clients and their professional advisors.
• Implementation of life insurance strategies for high-net-worth individuals and their
corporations, under the direction of the VP.
• Provides unambiguous, inspired leadership and sound management that establishes credibility
and promotes a team culture.
• Develops and maintains relationships with the firm, senior team, their financial advisors and
their clients.
• Reviews client situations and makes appropriate recommendations to financial advisors and/or
their clients.
• Creates superior and unique client presentations and provides input on marketing strategies.
• Participates in the creation of new business submissions. delivering policies and conducting
annual reviews.
• Attends conferences, seminars and workshops to advance skills and professional development.

CRITICAL PERFORMANCE AREAS
FIRM CONTRIBUTION
• Responsible for the achievement of annual sales objectives as set out for the Insurance & Estate
Planning Division.
• Responsible for the identification, development, and implementation of strategies and initiatives
to enhance sales opportunities.
• Responsible to adhere to all compliance and regulatory requirements as set out by the firm and
other regulatory bodies.

CLIENT MANAGEMENT
• Relationship manager with our Integrated Advisory community.
• Works with the Team Lead, Insurance & Estate Planning to manage company's inforce block of
business.

BUSINESS DEVELOPMENT
• Provides support to VP Insurance & Estate Planning
• Partnering with our accounting partners, financial advisors and associates to provide planning
solutions focusing on the strategic uses of insurance as a risk mitigation and planning tool.
• Develops and maintains a strong center of influence to promote the company's business model.
• Attends and participates in presentations to prospective clients as required.

LEADERSHIP AND TEAM DEVELOPMENT
• Demonstrates, emphasizes, promotes and monitors professional and ethical conduct.
• Fosters an atmosphere of teamwork and cohesiveness.
• Assists in training, education and professional development for team members.

FINANCIAL & BUSINESS PERFORMANCE
• None.

FUNCTIONAL COMPETENCIES
• A love for the financial services industry, specifically insurance planning and a desire to grow
in the field.
• Intermediate to advanced skill in Microsoft Office Suite, including MS Word and Excel, Outlook
and PowerPoint.
• Excellent interpersonal and public speaking skills.
• Aptitude in decision-making and problem-solving.
• Excellent written and oral communication skills
• Excellent time management and organizational skills
• Detail oriented self-starter, able to jump in and learn quickly
• Life long learner
• Ability to embrace new opportunities and thrive in a fast paced constantly evolving
environment
• Accountable to high level of client service with a focus on maintaining and building strong client
relationships
• Results oriented with demonstrated flexibility
• Ability to offer effective and efficient service and solutions

QUALIFICATIONS
• College and/or University degree or equivalent.
• A minimum of 8-10 years experience in life insurance sales; appropriate combination of
education and experience will be considered.
• Life and Accident, and Sickness licenses in good standing; familiarity with both life insurance
and living benefit concepts.
• CFP and CLU designations required with an appetite for ongoing professional development.
• Proven track record in insurance sales including underwriting, and advanced planning.

Job Description

Description

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. 

JOB OVERVIEW   

CI’s Tax, Retirement and Estate Planning (TREP) team at CI Global Asset Management (CI GAM) provides tax, retirement and estate planning support to financial advisors across Canada on behalf of our salesforce to assist with protecting and growing client wealth. Currently, the team is accepting applications for the position of Vice President, Tax, Retirement and Estate Planning based in our Toronto office.

This VP will be responsible for supporting advisors and the CI GAM Sales team by responding to tax, retirement and estate planning questions, presenting and creating informational/educational content and ensuring that TREP-related content materials consistently reflect changes in applicable legislation. The role will act as a vital resource to our distribution team to further enable the growth of our product line-ups through the provision of value-added services. This will include collaboration with wholesaling teams and identifying unique sales opportunities through personal, corporate and trust tax, retirement and estate planning concepts.   

WHAT YOU WILL DO   

• Work closely with the TREP team and sales team members from across the country to build new relationships and strengthen existing ones via value added services that lead to the sale of CI GAM products and services;   
• Act as a subject matter expert and educate financial advisors on tax, retirement and estate planning issues and concepts, changes in legislation, and general concepts;  
• Work with sales to provide education and information to advisors and investors through presentations, consultations, calls, emails and other written communication;   
• Conduct ongoing sales presentations, participate in promotional road shows, conferences and investor seminars;  
• Present at CI conferences and related events for financial advisors across multiple distribution channels;  
• Develop creative articles to be shared with larger audiences on key initiatives and value added propositions;  
• Participate in media opportunities on relevant topics;   
• Conduct ongoing research on important industry trends and research;  
• Build relationships with sales and conduct training as needed on important industry concepts that would assist in promoting CI GAM product;  
• Work collaboratively with TREP, Sales and other CI GAM departments as needed to gain and share technical knowledge to meet company objectives;   
• Maintain working knowledge of industry competitors, resources and financial markets to develop and assess suitability of various TREP-related materials and strategies; and  
• Work collaboratively with TREP team members to develop new topics, promotional material, and deliverables.   

WHAT YOU WILL BRING   

• A minimum of 8 years of professional experience specializing in tax and estate planning with a preference to experience in a law firm or accounting firm setting;  
• Expert level knowledge of private client taxation, retirement planning and/or estate planning required;  
• An accounting or legal designation (e.g. CPA, CA, LL.B, JD, etc.) is required;  
• A TEP designation and completion of one of the following is strongly preferred: 
• CPA Canada In-depth Tax Program,  
• Master of Taxation (MTax) Program, or  
• Master of Laws (LL.M) in Tax; 
• CFP designation is an asset;  
• Excellent communication skills, both written and oral;   
• Bilingual in French/English is not required but is an asset;  
• Knowledge of the Canadian asset management industry is an asset;  
• Strong research, analytical and project management skills;  
• Proficiency with various tax and estate planning resources (i.e. Income Tax Act, Canada Revenue Agency guides, case law, bulletins and information circulars, accounting and legal databases, etc.) and an ability to interpret and apply concepts in a practical manner;  
• Strong presentation and training skills with large and small audiences;  
• Ability to convey complex technical material to financial advisors and investors in an effective manner;  
• Entrepreneurial nature – able to work with CI GAM sales teams to identify opportunities and trends;  
• Strong time management and organizational skills; and  
• Collaborative and team focused nature, with an ability to work virtually with TREP members and CI GAM sales team members located throughout CI’s offices in Vancouver, Calgary, Toronto, and Montreal, as well as operating remotely. 

WORKING CONDITIONS   

• Flexible working conditions, with an in-office requirement of 3 days per week when not travelling;  
• Travel outside of the office within the Greater Toronto Area may be required for advisor and investor presentations and events, conferences, seminars and other industry events from time to time;
• Travel outside of the Greater Toronto Area may be requested for road shows, conferences, seminars and other industry events from time to time; 

ABOUT US

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.   

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.

Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at  , or call ext. 4747.

Job Description

Associate, Planning and Development

Position Overview:
The Associate, Planning and Development  will oversee multiple real estate development projects from inception through completion, ensuring successful execution across all project phases. This role requires taking full ownership of planning, due diligence, approvals, and project delivery while collaborating with internal teams, consultants, and municipal stakeholders. The ideal candidate will have strong leadership skills, a strategic mindset, and a proven track record in managing complex real estate developments.

• Lead the conceptualization, planning, and execution of real estate projects from post-acquisition through construction, including condominium registration and final closing.

• Manage all phases of the project lifecycle, ensuring alignment with business objectives, budgets, and timelines.

• Conduct feasibility studies, risk assessments, and due diligence for potential development opportunities.

• Strategically guide and manage the municipal approvals process, including:

  • Official Plan Amendments (OPA)

  • Zoning By-Law Amendments (ZBL)

  • Draft Plans of Subdivision & Condominium

  • Site Plan Approvals (SPA)

  • Committee of Adjustment (CofA) & Minor Variance Applications

  • Construction permits and other regulatory requirements

• Maintain up-to-date knowledge of municipal fees, development charges, and incentive programs.

• Engage and manage architects, engineers, planners, and other consultants to ensure project success.

• Represent the company in meetings with municipalities, community groups, public consultations, and internal/external partners.

• Foster strong relationships with municipal staff, government agencies, and industry stakeholders to facilitate approvals and resolve issues.

• Develop, monitor, and control project budgets, cash flow projections, and soft cost tracking.

• Maintain detailed project schedules, identifying risks and opportunities to meet sales launch and construction start targets.

• Provide regular progress reports on milestones, deliverables, and key performance indicators.

• Work closely with the Marketing Team, Consultants, and Construction Team  to align on design, market trends, unit mix, and project feasibility.

• Ensure seamless handover of projects to the construction team with a complete information package.

• Support HCRA licensing, Tarion applications, and compliance  as needed.

• Lead, mentor, and co-manage junior team members.

• Promote professional growth, engagement, and high performance within the team.

• Bachelor’s or Master’s degree in Urban Planning, Real Estate Development, Architecture, Engineering, or related field .

• 5+ years of experience  in real estate development, with a strong background in municipal approvals, planning, and project management.

• In-depth knowledge of Ontario planning policies, zoning bylaws, and development regulations .

• Proven ability to manage multi-disciplinary consultant teams and complex stakeholder relationships.

• Strong financial acumen with experience in budgeting, forecasting, and cost control.

• Excellent communication, negotiation, and leadership skills.

• Proficiency in project management software (e.g., MS Project, Excel, AutoCAD/Bluebeam, Procore)

• Opportunity to lead high-impact real estate projects from concept to completion.

• Collaborative, dynamic work environment with career growth potential.

• Competitive compensation, benefits, and performance incentives.

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Job Description

Salary:

Merovitz Potechin LLP is seeking a junior to mid level Real Estate Lawyer to join our growing team.

Our Commitment to Safety

At Merovitz Potechin LLP, we have made the physical, emotional and mental health and safety of our staff, their families and our clients our top priority. All of our team members have been provided with cutting-edge tools and technology and we have transitioned to a flexible work model whereby our team members are working part-time at the office and part-time from home. Our focus on everyones wellbeing has reinforced and strengthened our commitment to exceptional client service and teamwork.

Why Join Our Team?

We are an equal opportunity law office that values teamwork, respect, integrity, caring and professionalism. We believe in investing in people who share our commitment to practical legal advice and a focus on excellent client service.

Summary of position:

The ideal candidate will offer experience assisting clients with a wide variety of real estate matters including buying, selling and refinancing commercial and residential real estate. Previous experience declaring condominiums and with other land development work, including land titles absolute applications, is a valuable asset

Required Qualifications:

• 
  At least 5 years of experience practicing real estate law in Ontario
• 
  Excellent technical skills, including the ability to independently review title searches and financing packages, and experience drafting and reviewing longform Agreements of Purchase and Sale
• 
  Excellent written and oral communication skills
• 
  Ability to be both a self-starter and team player
• 
  Must be a member of the Ontario Bar in good standing with the Law Society of Ontario

Our firm offers a competitive compensation package, including group health and dental benefits

*We recognize that a strong candidate may not qualify under the listed years of experience. If you have a different level of experience, we still want to hear from you.

About Merovitz Potechin LLP

Merovitz Potechin LLP, The Referred to Law Firm, was established in 1976. Since that time, a knowledgeable team of lawyers and staff have been built upon the foundation of superior legal advice and exceptional client service. We are an equal opportunity law office in Ottawa that believes in investing in people who believe that exceptional service to clients is critical to success. We welcome and encourage applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection process.

This is an excellent opportunity to grow your knowledge and expertise by working with an experienced team focused on personal and professional excellence.

We thank all applicants for their interest in this position; however, only applicants selected for an interview will be contacted.

Job Description

Commercial Real Estate Lawyer

Job description

Our client is a leading law firm serving the GTA across multiple practice areas. They are currently in expansion mode and are looking to add a talented Commercial Real Estate Lawyer to their team.

What you will need to succeed

To be considered for this position, you must have minimum of 3 years experience in a similar capacity in a law firm. You must be able to work independently or under the direction of senior lawyers as part of an established and growing team. You should have excellent communication skills; and appreciate the importance of providing outstanding, cost effective and responsive legal services to clients. To succeed you must be a member in good standing with the Law Society of Ontario. Other key success factors include strong analytical, research and writing skills. Commercial leasing and condominium development experience would be considered an asset

What you will get in return

This is an exciting time to be joining the firm as they are rapidly expanding, and you will have a strong upward career trajectory. You will also enjoy a favorable compensation structure within the firm.

What you need to do now

If you are interested in this role, click 'apply now', or call us now at for a confidential discussion.

Job Description

Real Estate Lawyer – (Vaughan)

Job description

Our client, a rapidly expanding boutique law firm in Vaughan, is seeking a driven and ambitious Lawyer to join their accomplished team.

Your new role

In this position, you will oversee all aspects of real estate transactions, including managing a high volume of residential, refinance, purchase, and sale transactions. Your responsibilities will include supervising and guiding junior and senior law clerks, reviewing agreements of purchase and sale, new build contracts, status certificates, and loan documents. You will also interact with clients, legal counsel, financial institutions, title insurance companies, and land registry offices to ensure the smooth execution of transactions.

What you will need to succeed

To be eligible for this role, candidates must have a minimum of 3 years of real estate experience and be a member in good standing with the Law Society of a Canadian jurisdiction. The ideal candidate thrives under pressure, can effectively manage priorities, and consistently meets deadlines. Strong teamwork abilities, integrity, accountability, proactiveness, a positive work ethic, and excellent written communication skills are essential for success in this position.

What you will get in return

This is an excellent opportunity for someone seeking to advance their career within a dynamic and diverse firm. The position offers significant flexibility along with a competitive compensation package tailored to the candidate's experience.

What you need to do now

If you are interested in this role, click 'apply now', or call us now at for a confidential discussion.

Job Description

Real Estate Lawyer – Vaughan

Job description

Our client is a fast-growing boutique firm based in Vaughan. They are currently seeking a motivated and ambitious Lawyer to join their experienced team.

Your new role

In this new role you will be responsible for handling all aspects of Real Estate transactions. In this role you will be required to supervise and assist junior and senior law clerks handling high volume of residential and refinance, purchase, and sale transactions. You will also review agreements of purchase and sale, new build contracts, status certificates, loan documents. You will liaise with clients, counsel, financial institutions, title insurance companies, land registry offices, etc.

What you will need to succeed

To be considered for this position, you must have minimum of 3 years’ Real Estate experience, member good standing, Law Society of Canadian jurisdiction. You can work well under pressure, manage priorities, and meet deadlines. You also have strong teamwork skills, trustworthy, accountable, proactive and a positive work attitude. You should also have strong written skills.

What you will get in return

This is a fantastic opportunity for an individual that is looking to grow their career in diverse firm. The role provides great flexibility and a competitive compensation package commensurate with experience.

What you need to do now

If you are interested in this role, click 'apply now', or call us now at for a confidential discussion.

Job Description

Corporate/Real Estate Lawyer

Job description

Our client is a mid-size growing firm based in Mississauga. They are currently seeking a highly qualified corporate and real estate lawyer with at least 3 years of post-call experience, who works well in team environments and has strong written and verbal communication and presentation skills as well as exceptional analytical skills.

Your new role

In this new role you will be responsible for providing outstanding client service in communication, legal advice, negotiations and drafting. You will review and draft agreements and other corporate/business documents. You will be tasked with managing all aspects of transactions, including mergers, acquisitions, sales, reorganizations, financings, refinancing to name a few. Provide general corporate legal advice on corporate formation and structuring, amendments, amalgamations, dissolutions, and annual maintenance as well as advising on secured lending transactions.

What you will need to succeed

To be considered for this position, you must have minimum of 3 years’ post-call experience, with knowledge and interest in providing legal advice to entrepreneurs and managers about both day-to-day business operations, as well as major transactions. You will also be familiar with purchase and sale of businesses, franchising, and commercial leasing and can work well under pressure, manage priorities, and meet deadlines. You will also have strong teamwork skills, trustworthy, accountable, proactive and a positive work attitude. To be considered you must be a member in good standing with the Law Society of Ontario.

What you will get in return

This is a fantastic opportunity for an individual that is looking to grow their career in diverse firm.

What you need to do now

If you are interested in this role, click 'apply now', or call us now at for a confidential discussion.