Vice President, Tax & Estate Planning
Richardson WealthWinnipeg, Manitoba, Canada • Calgary, Alberta, Canada • Edmonton, Alberta, Canada
Posted March 11, 2026
Full Time
About the Company
Richardson Wealth is a premier independent wealth management firm in Canada that blends boutique-level personalization with nationwide advisory reach. The firm delivers comprehensive wealth strategies spanning investment and portfolio management, tax planning, business succession, estate and legacy planning, family office services, alternative investments, insurance, wealth transfer, and philanthropy. By empowering advisory teams across the country, Richardson Wealth simplifies complex financial landscapes while fostering long-term client relationships. Its distinctiveness lies in a Canadian-centric, client-first culture that prioritizes high-standard care, relationship building, and sustainable financial wellbeing.
Job Description
We are seeking a Vice President, Tax & Estate Planning to provide wealth planning services, specifically estate planning along with personal and corporate tax guidance to Investment Advisors (IAs) for their high-net-worth and complex client situations.
Requirements
- 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, and estate planning strategies
- Strong relationship management skills
- Strong analytical and problem-solving abilities
- Superior verbal and written communication skills
- Ability to work independently and as part of a team
- Facility with Microsoft Word, Excel and PowerPoint