Director Tax And Retirement Research

Fidelity Canada

Competitive total compensation; profit-sharing pro...
Hybrid
7+ years taxation and investments experience
Deep knowledge of investment taxation
Strong public speaking and presentation skills
Fidelity Canada is seeking a Director of Tax and Retirement Research to develop and communicate educational content on tax, retirement, and estate planning topics. The ideal candidate should have extensive experience in taxation, strong communication skills, and the ability to engage both English and French-speaking audiences

Job Summary

  • The role involves delivering clear tax, retirement, and estate planning insights to Fidelity's advisor clients and the general public with a focus on French-language communications.
  • Candidates must have deep knowledge of taxation relating to investments, individuals, small businesses, and estate planning considerations.
  • Fidelity offers a competitive total compensation package including profit-sharing, RRSP contributions without matching requirements, and comprehensive health benefits.

Matching Summary

Match Score: 85

Fidelity Canada is seeking a Director of Tax and Retirement Research to develop and communicate educational content on tax, retirement, and estate planning topics. The ideal candidate should have extensive experience in taxation, strong communication skills, and the ability to engage both English and French-speaking audiences.

Salary

Competitive total compensation; Profit-sharing program available; RRSP contribution by company with no employee match requirement

Skills & Requirements

Must-have

  • 7+ years taxation and investments experience
  • Deep knowledge of investment taxation
  • Strong public speaking and presentation skills
  • Ability to articulate complex scenarios clearly
  • Experience with mutual funds and retirement issues

Nice-to-have

  • Bilingualism in French and English
  • CPA or master's degree in tax
  • Proactive mindset for fast-paced environment
  • Knowledge of middle- and back-office operations
  • Commitment to continuous improvement

Key Requirements

  • University degree or equivalent work experience
  • Professional designation such as CPA preferred
  • Current work authorization for Canada required

Work Rights

Current work authorization for Canada required

Tailored Resume

Cover Letter