Step into a pivotal role as Director of High Net Worth Advisory Services with Baker Tilly, focusing on strategic financial solutions for affluent families in a hybrid work model. Engage deeply with clients while driving business growth.
This leadership position calls for a seasoned CPA with more than a decade of experience in public accounting or private client advisory. You will lead family relationships, orchestrating integrated financial strategies while expanding a personal book of business through an established network.
Key Responsibilities: - Oversee client advisory for high-net-worth families - Integrate diverse financial services into cohesive strategies - Expand business through targeted networking and referrals - Collaborate on tax planning and oversight with teams - Mentor junior staff in family office best practices
Requirements: - CPA (Ontario) required - Minimum 10 years in family office or advisory roles - Proven history with HNW/UHNW clientele - Strong understanding of Canadian tax planning - Excellent relationship building and networking skills
Leverage your extensive financial expertise in a rewarding workplace at Baker Tilly, enhancing the financial success of your clients.#J-18808-Ljbffr

📌 Director Of High Net Worth Advisory Services (Winnipeg)
🏢 Baker Tilly Canada
📍 Winnipeg