Position Overview Provides wealth planning services, specifically Canadian tax and cross‑border (U.S.) tax guidance to Investment Advisors and their high-net-worth and ultra‑high-net‑worth clients. This includes face‑to‑face meetings with advisors and their clients, presentations to client groups and centers of influence.

Existing vacancy.

Duties and Responsibilities

Provide financial, retirement, tax, estate and succession planning and related services to the high‑net‑worth and ultra‑high‑net‑worth clients of our advisors.

Work directly with clients of the Private Family Office or the Family Office Wealth Counsel as required.

Meet with clients and advisors on wealth planning matters, especially tax matters.

Lead seminars and presentations on tax and estate planning services for advisors, clients, prospective clients and centers of influence.

Provide direction and coordinate the implementation of wealth‑planning strategies,...