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 strategiesAnalyze complex wealth structures for affluent clientsCraft personalized recommendations for tax efficiency and wealth preservationEnhance presentations with advisors and conduct client meetingsProduce thought leadership content and industry presentationsRequirements:CPA, CA, JD, LLB, or similar credentials required10+ years of relevant experience in wealth advisoryExpert knowledge of Canadian tax and estate lawsExcellent communication and presentation skillsWillingness to travel within Ontario for engagementsJoin us to deliver tailored advisory services at the highest level, enhancing outcomes for affluent clients throughout Ontario.#J-18808-Ljbffr

📌 Vice President, High-Net-Worth Advisory Services (Riviere-des-Prairies—Pointe-aux-Trembles)
🏢 Leadervest
📍 Riviere-des-Prairies—Pointe-aux-Trembles