Senior Advisor, Tax Planning

📋 Description

• Review and optimize financial plans across the $1MM–$3MM client segment, ensuring every applicable
• Maximize tax alpha for every wealth management client
• Act as internal liaison to the Advisor team on complex tax strategies, including building and
• Apply expertise to complex situations involving corporations, trusts, and estates
• Support client-facing conversations on sophisticated tax planning questions
• Contribute to the evolution of the 'CPA Designed' financial planning offering

🎯 Requirements

• CPA designation required
• CFP designation required
• 5+ years of experience in tax planning, wealth management, or financial advisory roles
• Strong knowledge of Canadian tax law and financial planning strategies
• Proven track record of implementing effective tax optimization strategies for high-net-worth clients
• Experience with Conquest strongly preferred

🎁 Benefits

• Purpose-driven role focused on client outcomes, not sales targets
• Chance to challenge industry norms and put clients first
• Fast-moving, ambitious team
• Access to cutting-edge fintech tools and AI-forward way of working
• Career growth in a rapidly expanding company
• Competitive salary and benefits package