Shape wealth planning strategies as Vice President at Richardson Wealth in Victoria, BC. Leverage your expertise in tax, estate, and financial planning to advise high-net-worth clients.
Richardson Wealth seeks an experienced Vice President specializing in tax and estate planning. Your role involves direct collaboration with Investment Advisors and their clientele, providing tailored financial strategies. You will lead seminars, develop thought leadership materials, and ensure comprehensive service delivery.
Key Responsibilities:
• Offer wealth planning services, including tax and estate planning
• Collaborate with clients and their professional advisors
• Lead presentations for clients and Centers of Influence
• Design complex tax strategies for high-net-worth individuals
• Write client-focused white papers and marketing materials
Requirements:
• Over 10 years of planning experience in tax and estate management
• Strong analytical and relationship manageme...