Provide consultation on complex tax and estate planning concepts and strategies for HNW clients and complex scenarios
Conduct a detailed discovery to understand the client and uncover issues and opportunities for further exploration
Develop customized plans for clients, integrating the expertise of financial planning, estate, tax and business planning and identifying cross-sales and growth opportunities
Present plans and strategies to clients and advisors in a manner that is easily understood and influences implementation
Work collaboratively with Centralized Planners, Advisors, and Insurance Consultants to provide specialized advice for HNW clients
Act a subject matter expert on tax and estate planning in support of initiatives, resources, and collateral
Explain rules, regulations and concepts to clients and advisors relating to personal, corporate and trust income tax, trusts and estates
Collaborate with cross-functional teams to integrate wealth planning with other financial services offered by the organization
Stay abreast of regulatory changes and market trends to ensure cutting-edge service offerings
Liaise and maintain relationships with external advisors, industry peers, key partner vendors and other professional service providers
Deliver presentations and webinars to advisors, clients, and internal partners

Bilingual French and English
Knowledge in both common and civil law
Chartered Accounting (CA) designation, or Legal designation (LLB)
Completion of the CICA In Depth Tax Course or similar course of study
Expertise in personal, trusts, estates and corporate tax gained through relevant accounting, legal or financial services experience (5 to 7 year minimum)
Strong tax, retirement and estate planning analytical skills and reasoning
Ability to apply specialized knowledge to practically implement planning solutions
Excellent organizational and prioritization skills
Ability to meet tight deadlines
Strong interpersonal skills, relationship building and management
Creative/innovative thinking applied to individual client contexts
Ability to interpret and communicate technical information to a non-technical audience
Accuracy and attention to detail

health, dental, mental health, vision, short
and long-term disability, life and AD&D insurance coverage
adoption/surrogacy and wellness benefits
employee/family assistance plans
various retirement savings plans
pension and a global share ownership plan with employer matching contributions
financial education and counseling resources
generous paid time off program including holidays, vacation, personal, and sick days
full range of statutory leaves of absence

Tax and Estate Planner

Key skills