Job Description
Join a national wealth management leader as the Executive Vice President of Wealth Advisory Services in Ottawa. Utilize advanced tax strategies to enhance estate planning for high-net-worth individuals and families in Ontario.
This key leadership role requires extensive experience in tax and estate planning, enabling you to provide strategic insights and recommendations tailored to affluent clients. You will collaborate with financial advisors to enhance client engagement and deliver expert presentations that underline sophisticated planning strategies.
Key Responsibilities:
• Provide comprehensive tax and estate planning advisory services
• Analyze complex financial structures for strategy development
• Partner with advisors to enhance service delivery
• Develop thought leadership content for market education
• Ensure adherence to tax laws in all recommendations
Requirements:
• CPA, CA, JD, LLB, TEP, CFP or similar credentials
• 10+ years in high-net-wort...
This key leadership role requires extensive experience in tax and estate planning, enabling you to provide strategic insights and recommendations tailored to affluent clients. You will collaborate with financial advisors to enhance client engagement and deliver expert presentations that underline sophisticated planning strategies.
Key Responsibilities:
• Provide comprehensive tax and estate planning advisory services
• Analyze complex financial structures for strategy development
• Partner with advisors to enhance service delivery
• Develop thought leadership content for market education
• Ensure adherence to tax laws in all recommendations
Requirements:
• CPA, CA, JD, LLB, TEP, CFP or similar credentials
• 10+ years in high-net-wort...