Baker Tilly Canada Cooperative
Director of Family Office Advisory (CPA)
Job Description
Join Baker Tilly as a Director in the Wealth and Family Office practice in Toronto. This pivotal CPA role focuses on steering financial strategies for high-net-worth families with a hands-on advisory approach.
As a senior relationship leader, you will provide comprehensive financial advice and coordinate multi-faceted strategies for clients navigating complex life events. This role emphasizes both client engagement and robust business development, requiring an established network and a dedication to personalized service.
Key Responsibilities: • Lead advisory for HNW and UHNW client families • Orchestrate integrated financial and tax strategies • Cultivate a personal client base for sustainable growth • Mentor junior team members and promote best practices • Participate in thought leadership events and forums
Requirements: • CPA designation in Ontario is essential • 10+ years in relevant advisory services • Demonstrable success with business owners and estate ...
As a senior relationship leader, you will provide comprehensive financial advice and coordinate multi-faceted strategies for clients navigating complex life events. This role emphasizes both client engagement and robust business development, requiring an established network and a dedication to personalized service.
Key Responsibilities: • Lead advisory for HNW and UHNW client families • Orchestrate integrated financial and tax strategies • Cultivate a personal client base for sustainable growth • Mentor junior team members and promote best practices • Participate in thought leadership events and forums
Requirements: • CPA designation in Ontario is essential • 10+ years in relevant advisory services • Demonstrable success with business owners and estate ...