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...