Lead the Private Wealth division at D.A. Davidson with advanced planning and business development strategies. Enhance client relationships and grow assets for ultra-high-net-worth clients.

As the Director of Private Wealth, you will contribute to the success of D.A. Davidson by guiding Financial Advisors on sophisticated strategies and fostering key partnerships. This role requires 10+ years in wealth, estate, or tax planning, and exceptional leadership in business development. Your expertise will be vital in fostering engagement and practical execution of advanced planning initiatives.

Key Responsibilities:
• Identify UHNW opportunities through advisor and client engagement
• Lead strategic planning for Davidson Private Wealth




• Develop programs and resources translating advanced planning into execution
• Build client deliverables addressing complex Private Wealth needs
• Maintain expertise in tax and estate planning strategies

Requirements:
• Bachelor’s degree and 10+ years of relevant experience
• Proven leadership and business development skills
• Juris Doctor, CPA, or CFP® preferred
• Deep expertise in wealth transfer and asset protection strategies
• Excellent communication and project management skills

Elevate ultra-high-net-worth client engagement while advancing your leadership skills in this pivotal role.
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📌 Director of Private Wealth at D.A. Davidson (Ontario)
🏢 D.A. Davidson
📍 Ontario