Wealth & Tax Planning Consultant, Private Wealth
Core
Develop tailored financial and tax planning solutions for high-net-worth and ultra-high-net-worth clients, addressing complex needs in financial, tax, succession, philanthropic, will, estate, and trust planning.
Role type
Senior IC wealth and tax planning consultant
Builds
Comprehensive wealth planning advice and solutions for HNW/UHNW clients
Domain
Private banking and wealth management
Required skills
Wealth planning strategies, tax planning, estate and trust planning, financial analysis, consultative sales, regulatory compliance, client relationship management, content development, educational program leadership, network development, risk management
Preferred skills
Post-graduate degree, professional designations (Fin. Pl., CPA, CA, CMA, CGA, LL.B, LL.L, LL.M), experience with HNW/UHNW clients, business growth track record
Technologies
Financial analysis tools, planning software
Responsibilities
Partner with Investment Counsellors to develop tailored solutions; facilitate goals-based discovery with clients; act as subject matter expert on specialized planning; consult with clients and external advisors on complex issues; develop training and client-facing content; lead educational programs; maintain internal and external networks; adhere to banking regulations and risk guidelines.
Seniority
Senior, hands-on IC
