Position Overview Provides wealth planning services, specifically Canadian tax and cross‑border (U.S.) tax guidance to Investment Advisors and their high-net-worth and ultra‑high-net‑worth clients. This includes face‑to‑face meetings with advisors and their clients, presentations to client groups and centers of influence. Existing vacancy. Duties and Responsibilities Provide financial, retirement, tax, estate and succession planning and related services to the high‑net‑worth and ultra‑high‑net‑worth clients of our advisors. Work directly with clients of the Private Family Office or the Family Office Wealth Counsel as required. Meet with clients and advisors on wealth planning matters, especially tax matters. Lead seminars and presentations on tax and estate planning services for advisors, clients, prospective clients and centers of influence. Provide direction and coordinate the implementation of wealth‑planning strategies, including meeting with clients’ professional advisors (lawyers, accountants, actuaries) as appropriate. Collaborate on the development and implementation of wealth‑planning service standards and design complex wealth‑planning strategies for high‑net‑worth clients, participating in the sales process and directing implementation of strategies for these clients. Contribute to the effective and efficient delivery of wealth‑planning support services to advisors and clients. Assist with quality assurance for the tax and estate planning group – review of complex files. Write white papers and other client‑facing value added pieces to support 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 is 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. Ability 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. Richardson offers a competitive total rewards package in addition to the base pay, which includes a performance‑based incentive plan, comprehensive health and dental benefits, a group RRSP matching plan and paid time off. 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. #J-18808-Ljbffr