Revolutionize your career as a Tax Planner at a respected BC investment firm, transitioning from compliance tasks to strategic client advisory roles. This is an exceptional chance to work with high-net-worth individuals, driving tax and estate strategies.

Be part of a century-old institution where your skills in Canadian domestic tax planning matter. On this small Financial Planning team, you will connect with clients and Investment Advisors, building trust and deepening relationships. Experience a genuine 35-hour work week, solid mentorship, and a team approach that encourages longevity and collaboration.

Key Responsibilities:



• Collaborate closely with clients on personalized tax strategies • Create detailed financial projections with advanced software • Identify tax-saving opportunities in various tax categories • Participate in internal and external presentation efforts

Requirements: • CPA required with 5 years of relevant experience • CFP certification or intent to complete it within 2 years • Progress in CPA In-Depth Tax Program preferred • Proven ability to establish rapport with clients • Proactive and analytical mindset in problem-solving

Forge a path in tax advisory where your expertise translates into real-world client success.

📌 Tax and Estate Strategy Planner in BC (Winnipeg)
🏢 The Human Touch
📍 Winnipeg