Become an integral part of Richardson Wealth in Winnipeg, Manitoba, as a Vice President specializing in tax and estate planning. Champion wealth management strategies for complex client needs.
Your primary responsibility will involve delivering advanced financial, retirement, and tax planning to Investment Advisors serving high-net-worth clients. Lead educational seminars and foster significant relationships across client groups and professional advisors. Consistently keep abreast of evolving tax regulations and implement them effectively.
Key Responsibilities:
• Design and implement estate planning strategies for clients
• Lead client-focused seminars on wealth management
• Collaborate with legal and financial professionals on planning
• Guide the development of wealth planning service standards
• Conduct quality assurance reviews of complex planning files
Requirements:
• 10+ years of experience in financial and estate planning
• Strong relational and ana...