Vice President, Tax & Estate Planning Jobs in Greater Edmonton Metropolitan Area
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Vice President, Tax & Estate Planning
Vice President, Tax & Estate Planning
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Vice President, Tax & Estate Planning
About the role
Position Overview
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 escalate 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)
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About Richardson Wealth
Richardson Wealth is one of the leading independent wealth management firms in Canada. We offer the personal touch of a boutique firm while simplifying the complexity of your wealth and delivering results in every part of your life, now and for the long term.
Operating under the Richardson Wealth brand is RF Capital Group Inc., a TSX-listed (TSX: RCG) wealth management-focused company.
We empower our advisory teams across the country to help you build your future. Working with a Richardson Wealth advisor isn’t just about getting financial and investing guidance. It’s about building relationships.
We are proudly Canadian and committed to providing you with the highest standards of client care as we work together to grow, protect, and enhance your financial wellbeing.
Patrimoine Richardson est l'une des principales sociétés indépendantes de gestion de patrimoine au Canada. Nous offrons la touche personnelle d'une société boutique tout en simplifiant la complexité de votre patrimoine et en produisant des résultats dans chaque partie de votre vie, maintenant et à long terme.
Le Groupe Capital RF inc. exerce ses activités sous la marque Patrimoine Richardson, une société de gestion de patrimoine cotée à la Bourse de Toronto (TSX : RCG).
Nous habilitons nos équipes de conseillers à travers le pays à vous aider à bâtir votre avenir. Travailler avec un conseiller Patrimoine Richardson ne consiste pas seulement à obtenir des conseils en matière de finances et de placements. Il s'agit aussi d'établir des relations.
Nous sommes fiers d'être Canadiens et nous nous engageons à vous offrir les normes les plus élevées en matière de service à la clientèle alors que nous travaillons ensemble pour faire croître, protéger et améliorer votre bien-être financier.