Vice President, Tax & Estate Planning

Provides wealth planning services, specifically estate planning along with personal and corporate tax guidance to Investment Advisors (IAs) for their high-net-worth and complex client situations. This includes face-to-face meetings with IAs and their clients, presentations to groups of clients and centers of influence.

This is an existing vacancy

Duties and Responsibilities

• Provide financial, retirement, tax, estate and succession planning and services to IAs and their high net worth and ultra-high net worth clients
• Lead seminars and presentations on Wealth Planning Services for IAs, clients, prospective clients and Centers of Influence
• Provide direction on next steps and towards implementation of wealth planning strategies, including meeting with clients’ professional advisors (e.g., lawyers, accountants, and actuaries) as appropriate
• Collaborate on the development and implementation of wealth planning service standards such as the effective and efficient delivery of wealth planning services and design complex wealth planning strategies for the unique needs of the high-net-worth clients.
• Assist advisors and relationship managers with business development, opportunity spotting, and revenue generation
• Contribute to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices.
• Keep current on emerging trends, legal changes and developments in the tax and estate planning field
• Assist with quality assurance as required for the Wealth Planning Group – review of complex files
• Identify and manage risks, and escalated high risk transactions and activities as necessary
• Assist in the development of a training program on wealth planning matters for IAs
• Write client facing, value added pieces to help our prospecting and client retention activities

Qualifications

• 10+ years of planning experience specializing in tax, financial and estate planning
• Experience in the financial services industry would be an asset
• Demonstrated excellence in designing and implementing complex tax, financial, and estate planning strategies
• Strong relationship management skills
• Strong analytical and problem-solving abilities
• Superior verbal and written communication skills
• Ability to work independently and as part of a team
• Facility with Microsoft Word, Excel and PowerPoint

Education

• L.L.B Degree or Professional Accounting Designation (CA, CPA, CGA, CMA)
• Trust & Estate Practitioner (TEP), Family Enterprise Advisor (FEA) or other professional designations (added value)