VP UHNW Planning - QC
niche recruitment
Montreal, QC, USA
1d ago
  • Go-to in the QC region in supporting a growing presence
  • Working along side the SVP Wealth and SVP QC Region
  • Provide in-depth wealth planning for HNW clients ranging from $15-100M
  • In depth fact finding identifying the clients goals and values at the centre of the planning process
  • Develop and execute plans and manage deliverables
  • Identifying tax minimization and estate planning strategies
  • Utilizing industry knowledge and expertise to participate in business development, meeting with existing and potential clients
  • Providing client specific customized plans and recommendations as a priority to providing holistic advise.
  • Stay current and engage in the company and community writing and presenting relevant wealth and tax planning topics
  • Work with clients centers of influence and advisors
  • A leader and decision maker working through complex client scenarios on an integrated team of professionals
  • Potential for the right person to be involved in people management and / or strategy aspects as well.
  • Based out of office part-time with a max of 30% travel
  • Report this job

    Thank you for reporting this job!

    Your feedback will help us improve the quality of our services.

    My Email
    By clicking on "Continue", I give neuvoo consent to process my data and to send me email alerts, as detailed in neuvoo's Privacy Policy . I may withdraw my consent or unsubscribe at any time.
    Application form