About Us:
As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.
Position Overview
Provides wealth planning services, specifically Canadian tax and Cross Border (U.S.) tax guidance to Investment Advisors (IA's) and their high-net-worth and ultra-high net worth clients. This includes face-to-face meetings with IA's and their clients, presentations to groups of clients and Centers of Influence.
This is an existing vacany.
Duties and Responsibilities
- Provide financial, retirement, tax, estate and succession planning and similar wealth planning related services to the high net worth and ultra high net worth clients of our IAs
- Work directly with clients of the Private Family Office or the Family Office Wealth Counsel as required
- Meet with clients and IA's on wealth planning matters, especially tax matters
- Lead seminars and presentations on Tax & Estate Planning Services for IA's, clients, prospective clients and Centers of Influence
- Provide direction and coordinate the 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 and design complex wealth planning strategies for the unique needs of the high net worth clients, including participation in the sales process and directing implementation of wealth planning strategies for these clients
- Contribute to the effective and efficient delivery of wealth planning support services to Advisors and clients
- Assist with quality assurance as required for the Tax & Estate Planning Group – review of complex files
- Write white papers and other client facing value added pieces to help our prospecting and client retention activities
- Develop thought leadership materials on all tax matters and review/update existing materials while working with Marketing to disseminate client marketing pieces
Qualifications
- Over 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, insurance and estate planning strategies
- Strong relationship management skills
- Strong analytical and problem-solving abilities
- Superior verbal and written communication skills
- Able to interact effectively with other executives and professionals
- Ability to work independently and as part of a team
- Facility with Microsoft Word, Excel and PowerPoint
Education
- Professional Accounting Designation (CA, CPA, CGA, CMA), L.L.B Degree (Tax oriented) and other related designations, e.g. Trust and Estate Practitioner (TEP) and/or Family Enterprise Advisor (FEA)
The expected annualized base salary range for this role is $146,700-$179,300.
The actual salary offered will take into consideration a wide array of factors including, but not limited to, the individual’s skill, experience, education and training, and the consideration of internal equity. Richardson offers a competitive total rewards package in addition to the base pay, which includes a performance-based incentive plan, comprehensive health & dental benefits, a group RRSP matching plan and paid time off.
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Why Apply:
Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, and client-centric?
If so, we’re ready to invest in you.
Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodation at any point during the interview process.
