Join Richardson Wealth as Vice President in Winnipeg, MB, focusing on estate and tax guidance for affluent clients. Your expertise will enhance the services offered to high-net-worth individuals through impactful collaboration.
In this role, you will lead the provision of tax, financial, and estate planning services for Investment Advisors. Conduct engaging seminars and build strong relationships with clients while mentoring team members. Your contributions will directly influence the firm’s reputation in high-value planning strategies.
Key Responsibilities:
• Provide tailored planning services to ultra-high-net-worth clients
• Conduct seminars on wealth planning strategies for clients and advisors
• Partner with legal and financial advisors to execute plans
• Assist in developing training programs on wealth planning
• Spot business development opportunities for advisors
Requirements:
• Minimum 10 years of relevant planning experience
• Financial services ...