A leading Canadian wealth management firm is seeking an experienced professional to provide wealth planning services, specializing in tax guidance for high and ultra-high net worth clients. You will work directly with investment advisors and clients, lead presentations, and design wealth planning strategies. The role demands over 10 years of planning experience and proficiency in complex tax, financial, and estate planning. Join a team focused on excellence, innovation, and client satisfaction in Metro Vancouver.#J-18808-Ljbffr
Senior Tax & Estate Planning Strategist
RICHARDSON WEALTH LTD
vancouver, vancouver
Published 27 days ago
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