Position Overview

Provides wealth planning services, specifically Canadian tax and Cross Border (U.S.) tax guidance to Investment Advisors (IAs) and their high-net-worth and ultra-high net-worth clients. This includes face‑to‑face meetings with IAs and their clients, presentations to groups of clients and Centers of Influence.

Duties and Responsibilities

• Provide financial, retirement, tax, estate and succession planning and similar wealth planning related services to the high net-worth and ultra-high net-worth clients of our IAs
• Work directly with clients of the Private Family Office or the Family Office Wealth Counsel as required
• Meet with clients and IAs on wealth planning matters, especially tax matters
• Lead seminars and presentations on Tax & Estate Planning Services for IAs, clients, prospective clients and Centers of Influence
• Provide direction and coordinate the implementation of wealth planning strategies, ...