Director, Tax and Estate Planning

Mackenzie Investments View all jobs

Calgary, AB
$135,500-164,000 per year
Permanent
Full-time

19 days ago

Job DescriptionReferral Level: Level 3Location: CalgaryDivison: MI Retail DistributionReports to: Vice President, Tax and Estate Planning.IGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as of December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments.Mackenzie Investments, founded in 1967, is a key part of IGM's business model, serving as a comprehensive asset-management partner for Canadian financial advisors and their clients.At Mackenzie Investments You Can Build Your Career with Confidence. We are proud to be recognized as one of Canada’s Top 100 Employers for the fourth consecutive years and one of Canada’s Best Diversity Employers. Our vision and strategy aim to innovate the industry and support Canadians in achieving their financial goals.Join our team to engage in continuous learning and skill development in a supportive environment. Experience the best of both worlds with our hybrid work environment, where you spend three days a week in the office, connecting, collaborating, and enjoying quality time with your amazing colleagues! Our Values: Be better; we strive for improvement in everything we do. Be accountable; we foster clarity and are empowered to act responsibly. Be a team; we are united to drive collective impact to achieve our goals.The Tax and Estate Planning team at Mackenzie Financial Corporation provides tax and estate planning support to advisors and planners to assist them in protecting and growing their clients’ wealth.Currently the team is accepting applications for the position of Director, Tax and Estate Planning. Working in Mackenzie’s Calgary, AB office, this position will report to the Vice President, Tax and Estate Planning.The successful candidate’s responsibilities will be to support the Retail Distribution Teams and Advisors as follows:

Working with and assisting the AB, SK and MB based Retail Distribution teams in accelerating business development opportunities.
Identifying tax and estate planning issues encountered by financial advisors and providing detailed responses to responses to tax and estate planning inquiries via the Tax and Estate Planning Resource Centre.
Working with the Retail Distribution teams to provide education and up to date information in presentations to advisors and investors.
Supporting the Retail Distribution teams in advisor/investor education relating to the Mackenzie Charitable Giving Fund and Registered Disability Savings Plan.
Present at Dealer and at Mackenzie Investments Due Diligence conferences.
Actively develop content on any number of tax and estate planning subject matter.
Supporting Mackenzie Private Wealth by researching and developing comprehensive Tax and Estate summary reports for high-net-worth clients, including:
Working with the other members of the Tax and Estate Planning team as required or in situations where knowledge can be gained or shared.
Conducting research in order to assist the VP to prepare for print and/or broadcast media interviews.

One or more of the following qualifications and experience will assist the successful candidate in carrying out the above responsibilities:

Expert understanding of Canadian domestic tax
Very good understanding of philanthropy, donor advised funds and disability planning
Very good understanding of estate laws in Canada
Good understanding of dealing with wills, estates and trust administration
Very good understanding of the mutual fund industry and mutual funds is necessary to ensure/tax/estate service provided remains in scope of the department mandate.
Excellent verbal, writing and presentation skills.
Proficiency in the use of various tax and estate planning resources (i.e. Income Tax Act, Canada Revenue Agency (CRA) guides, bulletins and information circulars, Ernst and Young databases, CCH Canada databases) and interpret and apply concepts to “real life”.
Legal or accounting designation (e.g. JD/LLB, LLM, taxation law, MTax, CPA).
TEP, CFP or FEA designations are considered assets.
Completion or working toward completion of Levels I, II and III of the CPA In-depth Tax Course is considered an asset.

Travel is a major component of this role.The expected annual base salary range for this role is ($135,500 - $164,000), which is determined based on skills, knowledge and experience and geographic location. In addition to base salary, this role is eligible for annual short-term incentive, health and well-being benefits, retirement and savings plan, paid time off and career development.Benefits:

COMPETITIVE COMPENSATION & RECOGNITION: competitive base salary, performance-weighted bonus, education/career support, option to join Employee Share Purchase Plan with employer matching component.

EMPLOYEE BENEFITS & INSURANCE: competitive health and dental coverage, flexible plan for you and your family and short-term & long-term disability plans.

RETIREMENT SAVINGS PROGRAMS: voluntary Group RRSP enrolment with employer matching component.

WORK LIFE BALANCE: paid volunteer days, competitive time off including 10 wellness days off, WorkPerks discount program, hybrid & flex work arrangements.

INCLUSIVE CULTURE AND DIVERSITY: living our core values: Be a Team, Be Accountable, Be Better, engaging with community through Business Resource Groups (BRG communities are volunteer employee-led groups formed around a common interest, identity, or background).

IGM is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.Mackenzie Investments is an accessible employer committed to providing barrier-free recruitment experience. If you require accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.How to Apply: Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and experience to .We thank all applicants for their interest in Mackenzie Investments; however, only those candidates selected for an interview will be contacted.Please apply by April 8 2026.#LI-JS2#LI-Hybrid

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