Vice President, High-Net-Worth Advisory Services
L
Leadervest
📍 ottawa, on, Canada
Job Description
Elevate your career in the Ottawa area as Vice President, specializing in tax and estate planning for high-net-worth clients. Collaborate with advisors to drive sophisticated wealth management solutions across Ontario.
This role blends deep technical expertise with strategic relationship management, enabling you to advise affluent families and business owners effectively. You will play a crucial part in developing tailored planning solutions while contributing to thought leadership initiatives to expand the firm’s offerings.
Key Responsibilities:
• Provide expertise in tax law and estate planning strategies
• Analyze complex wealth structures for affluent clients
• Craft personalized recommendations for tax efficiency and wealth preservation
• Enhance presentations with advisors and conduct client meetings
• Produce thought leadership content and industry presentations
Requirements:
• CPA, CA, JD, LLB, or similar credentials required
• 10+ years of relevan...
This role blends deep technical expertise with strategic relationship management, enabling you to advise affluent families and business owners effectively. You will play a crucial part in developing tailored planning solutions while contributing to thought leadership initiatives to expand the firm’s offerings.
Key Responsibilities:
• Provide expertise in tax law and estate planning strategies
• Analyze complex wealth structures for affluent clients
• Craft personalized recommendations for tax efficiency and wealth preservation
• Enhance presentations with advisors and conduct client meetings
• Produce thought leadership content and industry presentations
Requirements:
• CPA, CA, JD, LLB, or similar credentials required
• 10+ years of relevan...