Vice President, Tax Specialist, Tax & Estate Planning
Richardson WealthWinnipeg, Manitoba, Canada • Victoria, British Columbia, Canada • Vancouver, British Columbia, Canada • Calgary, Alberta, Canada
Posted March 30, 2026
146700 - 179300 CAD
Full Time
About the Company
As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results.
Job Description
As a leading Canadian wealth management organization, Richardson Wealth offers wealth planning services to high-net-worth and ultra-high net worth clients. The Vice President, Tax Specialist, Tax & Estate Planning role provides tax and Cross Border guidance to Investment Advisors and their clients.
Requirements
- Provide financial, retirement, tax, estate and succession planning and similar wealth planning related services to high net worth and ultra high net worth clients
- 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
Benefits
- performance-based incentive plan
- comprehensive health & dental benefits
- group RRSP matching plan
- paid time off