Elevate wealth planning at Richardson Wealth as a Vice President focused on tax and estate planning in Victoria, BC. Utilize your extensive experience to advise high-net-worth clients effectively.
In this pivotal role, you will lead wealth planning services, with a particular emphasis on tax guidance for affluent clients. Collaborating with Investment Advisors and their clientele, you'll develop innovative strategies and enhance service delivery. Your leadership in seminars and critical planning discussions will be instrumental.
Key Responsibilities:
• Develop and implement estate and financial planning strategies
• Conduct seminars for clients and Investment Advisors
• Collaborate with lawyers, accountants, and other advisors
• Create valuable client-facing materials and white papers
• Ensure quality assurance for tax and estate planning services
Requirements:
• 10+ years of specialized planning experience
• Excellent written and verbal communication skil...