Senior Tax Estate Planning Consultant
Save this job and keep your search organized
Create a free account to save jobs, create alerts and return to this listing from your dashboard.
By continuing, you agree to our Terms & Privacy Policy.
Key Responsibilities
Guide RBC advisors, clients, and Family Office Services professionals Explain advanced planning strategies affecting private business owners Research and write technical publications and articles Lead periodic presentations for advisors on specific topics Monitor pertinent legislative changes and support strategic projects
Requirements:
University degree with CPA, MTax, or LL.
B. designation Seven years of tax, estate, and advanced planning experience Strong research, analytical, and problem-solving capabilities Excellent verbal, written, and interpersonal communication skills Ability to prioritize multiple assignments and meet deadlines Apply your tax, estate, research, and communication expertise while supporting trusted wealth planning advice through RBC Family Office Services. #J-18808-Ljbffr
-
Senior tax estate planning consultant
19 hours ago
vancouver, british columbia, Canada RBC Full-timeBring advanced tax and estate planning expertise to RBC Family Office Services in Vancouver, supporting advisors and high-net-worth clients. This full-time position offers a 37.5-hour workweek.As a Financial Advisory Consultant, you will provide specialized guidance across tax, estate, and financial planning matters. The work includes corporate...
-
Director, Tax and Estate Planning
4 days ago
Vancouver, British Columbia, Canada Sun Life Full-timeYou are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...
-
Director, Tax and Estate Planning
4 days ago
Vancouver, British Columbia, Canada Westward Advisors Remote Full-time $130,000 - $180,000 ContractTHE COMPANY Westward’s vision is to achieve lasting success by protecting high-net-worth business owners and their families through trusted expertise in multi-generational life insurance planning. For more than 25 years, we have helped clients protect their families and businesses while growing and preserving wealth and estates in a tax-efficient...
-
Director, Tax and Estate Planning
1 day ago
Vancouver, BC, Greater Vancouver Regional District, BC; British Columbia, Canada Westward Advisors Ltd. Full-time €130,000 - €180,000Westward’s vision is to achieve lasting success by protecting high-net-worth business owners and their families through trusted expertise in multi-generational life insurance planning. For more than 25 years, we have helped clients protect their families and businesses while growing and preserving wealth and estates in a tax-efficient manner. Working
-
Director, Tax and Estate Planning
3 hours ago
Vancouver, British Columbia, Canada Westward Advisors Ltd. Full-timeWestward’s vision is to achieve lasting success by protecting high-net-worth business owners and their families through trusted expertise in multi-generational life insurance planning. For more than 25 years, we have helped clients protect their families and businesses while growing and preserving wealth and estates in a tax-efficient manner. Working...
-
Director, tax and estate planning
19 hours ago
vancouver, british columbia, Canada Sun Life Financial Full-timeYou are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...
-
Director Advanced Tax Estate Planning
1 day ago
Vancouver, BC, Greater Vancouver Regional District, BC; British Columbia, Canada Westward Advisors Ltd. Full-timeApply advanced tax expertise to life insurance planning as Westward’s customer-facing Director, supported by a home-office structure and Microsoft Teams. This senior technical resource advises affluent business owners, families, clients, accountants, lawyers, and professional advisory teams. You will address estate preservation, business succession, wealth...
-
National Expert in Tax and Estate Planning
2 days ago
Vancouver, BC, Greater Vancouver Regional District, BC; British Columbia, Canada IDC Worldsource Insurance Network Inc. Full-timeStep into a leadership role at Worldsource as the National Director, specializing in Tax, Estate, and Insurance Planning. This position is vital for delivering expert consultation on advanced planning strategies across Canada. As a thought leader, your role will encompass guiding advisors on complex estate and tax strategies while also helping establish...
-
Vancouver, Metro Vancouver Regional District, Canada IDC Worldsource Insurance Network Inc. Full-time $140,000 - $200,000 ContractStep into a leadership role at Worldsource as the National Director, specializing in Tax, Estate, and Insurance Planning. This position is vital for delivering expert consultation on advanced planning strategies across Canada. As a thought leader, your role will encompass guiding advisors on complex estate and tax strategies while also helping establish...
-
Director Advanced Tax Estate Planning
7 hours ago
Vancouver, British Columbia, Canada Westward Advisors Ltd. Full-timeApply advanced tax expertise to life insurance planning as Westward’s customer-facing Director, supported by a home-office structure and Microsoft Teams.This senior technical resource advises affluent business owners, families, clients, accountants, lawyers, and professional advisory teams. You will address estate preservation, business succession, wealth...
