High Net Worth Planner

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.

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

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

Seeking a Financial Advisory Consultant to provide expert guidance on tax, estate, and financial planning strategies to advisors and high-net-worth clients.

Manage and grow investment portfolios for high-net-worth clients by developing customized strategies, resolving inquiries, and ensuring compliance with policies.

Seeking a U.S. federal tax attorney with 5-15 years of experience advising on tax matters for high-net-worth individuals and businesses.

Develops and implements investment strategies, manages portfolios, and builds client relationships for high-net-worth individuals.

Provide administrative support to a Senior Private Banker, service High Net Worth clients, and ensure a legendary client experience. Assist with onboarding, recommend solutions, and manage client relationships.

Seeking an Associate Portfolio Manager to craft investment strategies for high-net-worth clients, contributing to asset allocation, portfolio construction, and client communication within a leading wealth management firm.