Lead estate and tax planning at Richardson Wealth in Winnipeg, Manitoba. Drive wealth strategies for high-net-worth clients through presentations and collaborative advisement.
As Vice President, you will provide sophisticated financial, retirement, and estate planning services. Engage directly with Investment Advisors on complex client situations and lead seminars that educate clients and centers of influence. Building strong relationships and maintaining current knowledge in tax and estate laws are pivotal to your role.
Key Responsibilities:
• Deliver financial and estate planning services to high-net-worth clients
• Lead seminars on wealth planning for advisors and clients
• Collaborate with clients’ professional advisors on planning strategies
• Mentor team members in wealth planning best practices
• Review complex files for quality assurance in the planning group
Requirements:
• Over 10 years in tax, financial, and estate planning
• Experience in the f...