POSITION OVERVIEW

Our client is one of North America's leading full service investment firms. Its innovative and industry-leading approach offers integrated and customized financial solutions to meet the complex wealth management needs of high net worth Canadians and their families.

The Vice President, Estate and Tax Planning will provide national leadership and subject matter expertise in Personal Trust Services for Investment Advisors and their high net worth clients across Canada.

This is a senior managerial role requiring a highly organized individual with a proven ability to lead and motivate direct reports and very strong technical skills in the areas of estate, tax and trust law.

REQUIRED EDUCATION & EXPERIENCE

•Law degree
•Practiced estate law for 7 to 10 years in a private law firm, and/or carried out a similar role within another financial institution.
•Strong technical skills in the areas of estate, tax and trust law.
•Highly networked and confident in the High Net Worth and Ultra High Net Worth segment.
•Ability to discuss a wide range of estate planning issues, and provide thoughts, ideas, suggestions and act as a sounding board on potential gaps that the client would then have addressed by external counsel.
•Capable of writing articles on matters of relevance to investment advisors and clients with respect to Estate planning issues, business development ideas.
•Able to answer questions and educate advisors and internal business development team as to how probing on various estate issues can lead to more assets.
•Willingness and ability to travel across Canada for this national role.

Thank you for your interest in this opportunity. We will get back to you in 2-4 weeks with the status of your application.