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Collaborating with a team of advanced planning specialists to provide tax and estate planning strategies to complex high net worth (HNW) and ultra-high net worth (UHNW) clients as part of a holistic wealth planning process that clients may then consider and implement with their own tax and legal advisors;
Consulting and discussing with advisors and their HNW and UHNW clients pointed tax information and guidance highlighting options regarding tax, trust and estate, intergenerational wealth transfer, business transition and succession, insurance, philanthropy, and education planning strategies to consider, which may then be implemented with their own tax and legal advisors;
Occasionally participating in business development activities and prospective client meetings;
Capturing and socializing success stories connected to client engagements; and
Continuously identifying opportunities to enhance the Advanced Planning and Services and the Wealth Management Taxation teams’ service offerings.
Senior Manager, Wealth Management Taxation - Toronto or Southwest Ontario
London (ON), ONPosted 2 weeks ago