Elevate your career as a Tax and Wealth Planning Executive at Richardson Wealth. Specializing in high-net-worth tax solutions, you will shape strategies that benefit clients across Canada and the U.S.
In this leadership position, you are responsible for executing wealth planning services, including tax and estate strategies for clients of Investment Advisors. Engage directly with high-net-worth individuals, conducting seminars and collaborating with various professional advisors for seamless service delivery. Your role includes developing innovative materials to enhance client understanding and retention.
Key Responsibilities:
• Advise on retirement, tax, and estate planning for wealthy clients
• Organize and lead informative seminars and discussions
• Implement wealth planning strategies with client professionals
• Create engaging content for clients and prospects
• Oversee quality assurance for tax planning initiatives
Requirements:
• Over 10 years speciali...