Job Description
Position Overview
Provides wealth planning services, specifically Canadian tax and cross‑border (U.S.) tax guidance to Investment Advisors and their high-net-worth and ultra‑high-net‑worth clients. This includes face‑to‑face meetings with advisors and their clients, presentations to client groups and centers of influence.
Existing vacancy.
Duties and Responsibilities
- Provide financial, retirement, tax, estate and succession planning and related services to the high‑net‑worth and ultra‑high‑net‑worth clients of our advisors.
- Work directly with clients of the Private Family Office or the Family Office Wealth Counsel as required.
- Meet with clients and advisors on wealth planning matters, especially tax matters.
- Lead seminars and presentations on tax and estate planning services for advisors, clients, prospective clients and centers of influence.
- Provide direction and coordinate the implementation of we...