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
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