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AVP/VP UHNW Planning

5 months ago

Calgary, Canada niche recruitment Full time
  • Provide in-depth wealth planning for HNW clients ranging from $15-100M
  • In depth fact finding identifying the clients goals and values at the centre of the planning process
  • Develop and execute plans and manage deliverables
  • Identifying tax minimization and estate planning strategies
  • Utilizing industry knowledge and expertise to participate in business development, meeting with existing and potential clients
  • Providing client specific customized plans and recommendations as a priority to providing holistic advise.
  • Stay current and engage in the company and community writing and presenting relevant wealth and tax planning topics
  • Work with clients centers of influence and advisors
  • A leader and decision maker working through complex client scenarios on an integrated team of professionals
  • Potential for the right person to be involved in people management and/or strategy aspects as well.
  • Based out of office part-time with a max of 30% travel