Provides wealth planning services, specifically Canadian tax and Cross Border (U.S.) tax guidance to Investment Advisors (IA's) and their high-net-worth and ultra-high net worth clients. This includes face-to-face meetings with IA's and their clients, presentations to groups of clients and Centers of Influence.This is an existing vacancy.Duties and ResponsibilitiesProvide financial, retirement, tax, estate and succession planning and similar wealth planning related services to the high net worth and ultra high net worth clients of our IAsWork directly with clients of the Private Family Office or the Family Office Wealth Counsel as requiredMeet with clients and IA's on wealth planning matters, especially tax mattersLead seminars and presentations on Tax & Estate Planning Services for IA's, clients, prospective clients and Centers of InfluenceProvide direction and coordinate the implementation of wealth planning strategies, including meeting with clients’ professional advisors (e.G. lawyers, accountants, and actuaries), as appropriateCollaborate on the development and implementation of wealth planning service standards and design complex wealth planning strategies for the unique needs of the high net worth clients,



including participation in the sales process and directing implementation of wealth planning strategies for these clientsContribute to the effective and effective delivery of wealth planning support services to Advisors and clientsAssist with quality assurance as required for the Tax & Estate Planning Group – review of complex filesWrite white papers and other client facing value added pieces to help our prospecting and client retention activitiesDevelop thought leadership materials on all tax matters and review/update existing materials while working with Marketing to disseminate client marketing piecesQualificationsOver 10 years of planning experience specializing in tax, financial and estate planningExperience in the financial services industry would be an assetDemonstrated excellence in designing and implementing complex tax, financial, insurance and estate planning strategiesStrong relationship management skillsStrong analytical and problem-solving abilitiesSuperior verbal and written communication skillsAble to interact effectively with other executives and professionalsAbility to work independently and as part of a teamFacility with Microsoft Word, Excel and PowerPointEducationProfessional Accounting Designation (CA, CPA, CGA, CMA), L.L.B Degree (Tax oriented) and other related designations, e.G. Trust and Estate Practitioner (TEP) and/or Family Enterprise Advisor (FEA)The expected annualized base salary range for this role is $146,700-$179,300.The actual salary offered will take into consideration a wide array of factors including, but not limited to, the individual’s skill, experience, education and training, and the consideration of internal equity. Richardson offers a competitive total rewards package in addition to the base pay, which includes a performance-based incentive plan, comprehensive health & dental benefits, a group RRSP matching plan and paid time off.#J-18808-Ljbffr

📌 Vice President Of Tax - C$146,700 - C$179,300 A Year (Toronto)
🏢 Richardson
📍 Toronto