Drive cutting-edge wealth planning solutions at Raymond James as a Senior AVP in Wealth and Tax Consulting. Engage high-net-worth clients with tailored strategies that foster results.

As a senior member of the Wealth Solutions team, you will lead client engagement through sophisticated wealth planning support. Focus heavily on Canadian high-net-worth families and business owners while encouraging collaboration among internal teams to craft comprehensive strategies. Your role includes mentoring and providing technical guidance to the Wealth Planning team.

Key Responsibilities: • Offer comprehensive services in financial and estate planning • Participate in high-level strategy meetings with clients • Develop practical,



goals-based strategies for client needs • Collaborate across teams to enhance coordinated wealth strategies • Track client outcomes and metrics related to planning activities

Requirements: • Over 10 years of relevant experience in wealth management • Deep understanding of complex planning for wealthy clients • Relevant degree in finance or business discipline • CPA designation essential • Completion of the CPA Canada In-Depth Tax Program is a strong asset

Utilize your expertise in wealth planning to enable client success at Raymond James. #J-18808-Ljbffr

📌 Senior AVP in Wealth and Tax Consulting (Winnipeg)
🏢 Raymond James
📍 Winnipeg