Conseiller(ère) en planification de patrimoine et fiscalité, Gestion privée
On-site · Montréal
Partner with investment advisors and portfolio managers to develop tailored financial, tax, estate, philanthropic, and trust planning solutions for high- and ultra-high-net-worth clients. Lead client discovery and planning, provide specialized advice and education, support client asset growth and retention, and ensure compliance with applicable policies, regulations, and risk requirements.
