High Net Worth Tax Specialist

Job OverviewKPMG Canada is seeking an experienced High Net Worth Tax Planning Specialist to join their Cross Border Tax practice in the Family Office. This role will involve working with high net worth individuals and their families on complex US and Canadian tax compliance and advisory issues.About the RoleThis senior-level position will lead engagements...

Job Opportunity: High Net Worth Insurance Solutions SpecialistWe are seeking a highly skilled and experienced insurance professional to join our team as a High Net Worth Insurance Solutions Specialist at RBC Insurance Agency Ltd. in Mississauga, Canada.About the RoleThis is an excellent opportunity for a motivated and results-driven individual to build...

About the RoleWe are seeking a Senior Business Planning Strategist to join our team in Toronto, Canada. As a key member of our Wealth Management division, you will be responsible for delivering high-value customized planning and guidance to high net worth business owner clients.Job ResponsibilitiesBusiness Planning: Work with advisors to deliver...

Establish a long-term partnership with high net worth clients by providing exceptional service and tailored financial solutions. Collaborate with a dedicated team to ensure client satisfaction and retention.About CWB Wealth ManagementCWB Wealth Management is an organization that prioritizes building value for its clients, people, and investors. Our...

About the RoleWe are seeking an experienced High Net Worth Client Experience Specialist to join our team at Royal Bank of Canada. In this role, you will be responsible for creating a bespoke experience for our ultra-high net worth clients.Job SummaryThe successful candidate will have 7+ years of experience in the private client/wealth management industry in...

Job SummaryWe are seeking a skilled High Net Worth Account Manager to join our team at Insurance Talent Group. As an experienced insurance professional, you will be responsible for the day-to-day account management of assigned clients, including processing policies, invoicing, and providing coverage comparisons.About the RoleThis is a unique opportunity to...

Overview of the RoleKPMG in Canada is seeking an experienced Cross Border Tax Planner to join our team. As a lead member, you will work on Canadian and US tax planning initiatives and compliance.The ideal candidate will have a minimum 5 years of experience in dealing with complex cross border Canada and US personal tax compliance and advisory including gift...

Job OverviewRichter is seeking an experienced High Net Worth Family Office Manager to join our dynamic team. This role will be responsible for providing personalized CFO services to high-net-worth families, acting as a point of contact and guiding them through complex financial matters.ResponsibilitiesMonitor the financial information of clients receiving...

Scotiabank, one of the largest banks in the world and Canada's most international bank, is seeking a High Net Worth Client Advisor for its Scotia Wealth Management Private Banking division.CompensationThe estimated annual salary for this position is $65,000-$80,000 based on industry standards and national averages in Canada.About the RoleThis 5-month...

About ScotiabankScotiabank is a leading bank in the Americas, guided by its purpose: 'for every future.'We help our customers, their families, and communities achieve success through a range of advice, products, and services.Your RoleAs a Total Wealth Planner at Scotia Wealth Management, you will provide comprehensive financial planning advice to high net...

Company Overview:Richter is a dynamic growing team that acts as personal CFO's for high-net-worth families. We offer a customized approach for each family, which includes services such as cash management, lifestyle management, integrated financial planning opportunities as well as day-to-day accounting and compliance needs.Salary: $120,000 - $180,000 per...

Company OverviewCA001 Marsh Canada Limited is a global leader in risk management and insurance broking. With over 85,000 colleagues across 130 countries, we help clients navigate complex risks and achieve their goals.Job SummaryWe are seeking an experienced Personal Lines Insurance Specialist to join our High Net Worth Client Services team in Toronto. As a...

About UsNorthbridge Financial Corporation is a leading commercial insurance provider in Canada. We pride ourselves on understanding the needs of our customers and creating solutions that help Canadian businesses thrive.Job DescriptionWe are seeking an experienced Underwriting Manager to join our team. As an Underwriting Manager, you will be responsible for...

OverviewKassen Recruitment is seeking an experienced Tax Supervisor to lead our client's dynamic tax practice area. As a trusted advisor, you will oversee multiple operations, ensuring compliance with laws and regulations while providing strategic tax planning and consulting services.Job SummaryWe are looking for a seasoned professional with excellent...

Senior Underwriting PositionWe are seeking a skilled Risk Management Leader to join our team. As an Underwriting Manager, you will be responsible for customizing solutions for high net worth clients and leading a team of underwriters. You will work closely with our extensive broker network to develop unique risk management solutions.Key...

Hiring Alert: Experienced tax professionals are sought after by emergiTEL to fill a key role in their team.The company provides advanced Canadian and US cross-border tax strategies, wealth transfer, and estate planning solutions for high net worth clients, including senior executives, business owners, athletes, and celebrities. This role involves engaging...

Job OverviewWe are seeking an experienced High Net Worth Client Strategist to join our team at Scotiabank. As a key member of our Wealth Management department, you will play a critical role in driving business growth and delivering exceptional client experiences.ResponsibilitiesSales Support and Coaching: Provide sales support and coaching to branches to...

Hiring Alert: Senior Manager International Tax! My client, a leading Cross-Border Tax advisory firm, is expanding and looking for seasoned tax experts to join their team! Specializing in high net worth clients—including senior executives, business owners, athletes, and celebrities—the firm provides advanced Canadian and US cross-border tax strategies,...

We are seeking an experienced Expert Tax Solutions Specialist to join our team at Zeifmans. As a key member of our tax department, you will have the opportunity to work with a wide range of clients, including high net worth individuals, owner-managed businesses, and real estate companies.The ideal candidate will have a minimum of 3 years of experience in tax...

We are looking for an experienced Tax Supervisor to join our client's dynamic team. The ideal candidate will lead and manage multiple operations of the tax practice area, ensuring compliance with laws and regulations while providing strategic tax planning and consulting services to clients. This role requires a detail-oriented professional with excellent...