Tax and Estate Planning Manager

Position Overview The role of a Senior Estate Planning Consultant at National Bank involves providing expert guidance to clients and Investment Advisors (IAs) regarding their estate planning requirements. This position is exclusively focused on consulting, devoid of responsibilities related to the reception or drafting of legal documents. Department Mission...

Job SummaryJob DescriptionWhat is the Opportunity?As a key member of the Wealth Management Services team at Royal Bank of Canada, your role as an Estate Planning Consultant is to collaborate with Investment Advisors to provide expert consulting services to their clients, which can then be implemented in coordination with their own tax and legal...

Job SummaryJob DescriptionWhat is the Opportunity?As a key member of the Wealth Management Services team at Royal Bank of Canada, your role as an Estate Planning Consultant is to collaborate with Investment Advisors to provide expert consulting services to their clients, which can then be implemented in coordination with their own tax and legal...

About the RoleWe are seeking a highly skilled Tax Planning Manager to join our team at KPMG. As a Senior Tax Professional, you will play a key role in leading client engagements and working closely with Partners on tax planning and reorganization work for clients.Key ResponsibilitiesLead client engagements and develop tax planning strategies for clients.Work...

About the RoleWe are seeking a highly skilled Tax Planning Manager to join our team at KPMG. As a Senior Tax Professional, you will play a key role in leading client engagements and working closely with Partners on tax planning and reorganization work for clients.Key ResponsibilitiesLead client engagements and develop tax planning strategies for clients.Work...

About the RoleWe are seeking a highly skilled and experienced Estate and Trust Planning Lead to join our team at MD Financial Management. As a key member of our Wealth Strategy Team, you will play a critical role in delivering exceptional estate and trust planning solutions to our clients.Key ResponsibilitiesDevelop and implement comprehensive estate and...

About the RoleWe are seeking a highly skilled and experienced Estate and Trust Planning Lead to join our team at MD Financial Management. As a key member of our Wealth Strategy Team, you will play a critical role in delivering exceptional estate and trust planning solutions to our clients.Key ResponsibilitiesDevelop and implement comprehensive estate and...

Position Overview:As the Estate and Trust Lead for MD Signature in Quebec, you will play a pivotal role in delivering a comprehensive estate and trust planning service tailored for our affluent clientele. Your expertise will ensure the timely and insightful provision of advanced estate and trust planning advice, education, and support to various...

Lead Estate Planning Consultant at Banque Nationale du CanadaAssisting clients and Financial Advisors with their estate management requirementsDelivering tailored information and insightsThis role encompasses advising on estate management issues, providing specialized guidance to clients, and working closely with the financial team at Banque Nationale du...

Transforming Tax Strategies for Business GrowthBDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a high priority on your personal and...

Transforming Tax Strategies for Business GrowthBDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a high priority on your personal and...

Is this position a fit for you? In this capacity, you will: Oversee the estate and trust services for MD clients, ensuring an exceptional client journey, enhancing awareness, and crafting client-oriented materials and resources. Conduct research and deliver estate and trust planning expertise to MD advisors, financial consultants, and specialists. This...

Job DescriptionAs a Senior Estate Planning Advisor at National Bank Financial (NBF), you will play a key role in supporting clients and Investment Advisors (IAs) with their estate planning needs. This is a unique opportunity to provide expert guidance and advice to high-net-worth individuals, helping them achieve their financial goals.Key...

Job DescriptionAs a Senior Estate Planning Advisor at National Bank Financial (NBF), you will play a key role in supporting clients and Investment Advisors (IAs) with their estate planning needs. This is a unique opportunity to provide expert guidance and advice to high-net-worth individuals, helping them achieve their financial goals.Key...

Position Overview:As the Lead Estate and Trust Consultant for MD Signature Private Wealth, you will play a pivotal role in delivering comprehensive estate and trust planning services to our most affluent clientele. Your expertise will ensure that our clients receive timely and insightful guidance tailored to their complex financial needs.Key...

Is this position the right fit for you? In this role, you will: Oversee the estate and trust services for MD Financial Management clients, ensuring an exceptional client experience, enhancing awareness, and creating client-facing materials and resources. Conduct research and provide expert knowledge in estate and trust planning to MD advisors, financial...

About the RoleWe are seeking a highly skilled and experienced Estate and Trust Lead to join our team at Scotiabank. As a key member of our Wealth Planning group, you will be responsible for developing and delivering a comprehensive estate and trust planning offering to our most affluent clients.Key ResponsibilitiesSteward the estate and trust offering for...

Position Overview:As the Estate and Trust Lead for MD Signature Private Wealth, you will play a pivotal role in delivering a comprehensive estate and trust planning service tailored for our high-net-worth clientele in Quebec. Your expertise will ensure that our affluent clients receive timely and insightful guidance on complex estate matters.Key...

Job Summary:We are seeking a highly skilled and experienced Tax Planning Lead to join our team at KPMG-Canada. As a key member of our tax team, you will be responsible for leading client engagements and collaborating with Partners on tax planning and reorganization projects.Key Responsibilities:Lead Client Engagements: Oversee and manage client...

About the RoleWe are seeking a highly skilled Tax Consultant to join our team at KPMG-Canada. As a Tax Consultant, you will play a key role in helping our clients navigate the complexities of tax planning and compliance.Key ResponsibilitiesPrepare and review tax returns and working papers for personal and corporate clients.Ensure timely completion of tax...