Our client, a leading national wealth management organization, is seeking a Vice President, Financial Advisor, Tax & Estate Planning to provide advanced tax strategy, estate planning expertise, and high-net-worth wealth management advisory support across the Ontario market. Based in the Ottawa area, this executive will partner closely with direct clients, financial advisors, portfolio managers, and internal planning teams to deliver sophisticated tax-productive solutions for affluent families, business owners, and incorporated professionals.

This is a strategic client-facing role combining deep technical expertise with strong relationship management to elevate the firm’s overall planning capabilities.

Key Responsibilities

Client Advisory & Technical Expertise

• Provide advanced tax, estate, and succession planning advice to high-net-worth clients across Ontario.


• Analyze complex client situations including corporate structures, trusts, estate freezes, intergenerational wealth transfer, and post-mortem planning.


• Develop tailored strategic recommendations in areas such as:
  
  
  
  • Corporate tax planning (CCPCs, holding companies, compensation strategies)
  
  
  • Trust and estate planning (inter vivos & testamentary)
  
  
  • Business succession and transition planning
  
  
  • Retirement and decumulation strategies
  
  
  • Charitable giving and philanthropic planning
  
  
  
  


• Partner with financial advisors and wealth planning teams to enhance client presentations and planning proposals.


• Assist advisors in structuring solutions that improve tax efficiency, estate outcomes, and long-term wealth preservation.


• Conduct joint client meetings to articulate planning strategies and provide subject-matter expertise.


• Build advisor capabilities through training sessions, workshops, and proactive coaching.

Thought Leadership & Market Development

• Act as an internal expert on changes in tax legislation, estate laws, and wealth planning trends.


• Develop thought leadership content such as whitepapers, advisor guides, and client educational materials.


• Participate in industry events, client seminars, and regional initiatives to strengthen the firm’s presence across Ontario.


• Support expansion of the firm’s high-net-worth planning offering by contributing to product development and strategic planning.


• Ensure all planning recommendations adhere to tax laws, regulatory guidelines, and internal policies.


• Maintain accurate, detailed documentation of analysis, assumptions, and client recommendations.

Qualifications

• CPA, CA, JD, LLB, TEP, CFP, or equivalent designation highly preferred.


• Minimum 10+ years of progressive experience in tax planning, estate planning, or private wealth advisory.


• Expertise in Canadian personal, corporate, and trust taxation, with strong knowledge of Ontario estate laws.


• Proven ability to assess complex financial structures and present sophisticated planning solutions to clients.


• Exceptional communication, relationship management, and presentation skills.


• Experience advising high-net-worth families, business owners, or incorporated professionals.


• Ability to travel within Ontario to support advisors and client engagements.

What’s in It for You

• Senior leadership role with visibility across the Ontario market.


• Opportunity to influence client outcomes at the highest strategic level.


• Competitive executive compensation package with bonus and full benefits.


• Access to a national network of advisors, planners, and tax/legal experts.


• A collaborative culture that values technical depth, integrity, and client excellence.

If you are qualified, please apply within, and we look forward to speaking with you.