29 Aug
|
The Human Touch
|
Vancouver
29 Aug
The Human Touch
Vancouver
The Human Touch in Vancouver seeks a Tax and Estate Planner with cross-border experience to join a respected, independent investment firm. This Canadian-focused, advisory-driven role moves away from returns-prep toward high-value client work with Investment Advisors, translating complex tax and estate concepts into real financial outcomes.
You will partner with clients on tax, estate, and personal finance strategies, prepare projections, and contribute to seminars and articles.
📌 Canada-Focused Tax & Estate Planner: Advisory for HNW (Vancouver)
🏢 The Human Touch
📍 Vancouver