Senior Wealth Strategist

1 week ago


Ottawa, Ontario, Canada TAAG Corporation Full time
About TAAG Corporation

TAAG Corporation is a reputable Family Office that provides comprehensive wealth management solutions to high-net-worth individuals. We offer a unique blend of investment management, accounting, and legal services to our clients.

Job Summary

We are seeking an experienced and dedicated Wealth Manager to join our team. The ideal candidate will oversee the financial affairs of our clients, including investment strategy and reporting. A competitive salary of $80,000 - $120,000 per year is offered based on experience and qualifications.

Key Responsibilities
  • Develop and maintain long-term relationships with high-net-worth families, understanding their financial goals and values.
  • Provide comprehensive wealth management services, including investment strategy and reporting.
  • Conduct regular portfolio reviews and provide detailed performance reports.
  • Stay informed about financial markets, economic trends, and regulatory changes affecting wealth management.
  • Ensure all financial activities comply with legal regulations and company policies.
  • Prepare and present financial reports and investment recommendations to clients and family office stakeholders.
  • Manage and oversee the daily operations of the family office team.
Requirements
  • Bachelor's degree in finance, accounting, or a related field.
  • In-depth knowledge of investment strategies, estate planning, tax planning, and risk management.
  • Experience with insurance is an asset.
  • Proficient in financial planning software and tools.
About the Role

The Senior Wealth Strategist will be part of a collaborative team that fosters a welcoming environment for clients. Our distinctive structure allows you to differentiate yourself from other financial services firms in the city that typically focus solely on asset management. You will have the opportunity to work with a diverse range of clients and develop your skills in wealth management.


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