High Net Worth Planner

Seeking a Director to lead the Ultra High Net Worth segment, focusing on strategy development, operational excellence, and partnerships. Offers competitive salary and benefits.

Director responsible for defining, building, and executing Nicola Wealth's Ultra High Net Worth (UHNW) / Family Office segment strategy and go-to-market plan.

Seeking a Senior Manager for Wealth & Tax Advisory to provide advanced Canadian tax planning and advisory services for high-net-worth families and multigenerational clients. Responsibilities include tax optimization, succession planning, and mentoring team members.

Seeking a Director to lead the Ultra High Net Worth segment, focusing on strategy development, operational excellence, and partnerships. Offers competitive salary and benefits.

Director responsible for defining, building, and executing Nicola Wealth's Ultra High Net Worth (UHNW) / Family Office segment strategy and go-to-market plan.

Seeking a Senior Manager for Wealth & Tax Advisory to provide advanced Canadian tax planning and advisory services for high-net-worth families and multigenerational clients. Responsibilities include tax optimization, succession planning, and mentoring team members.

Oversee Canadian tax compliance and planning, advising on tax strategies, and managing client engagements for high net worth individuals, investments, and businesses.

Seeking a Tax Manager in Vancouver to advise high-net-worth clients on tax planning and compliance. Requires a CPA designation and strong communication skills.

Lead tax strategy for private organizations and high net worth clients, managing compliance and developing solutions. Requires CPA and 5+ years of tax experience.