Cross Border Tax Planning Consultant, Private Wealth

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This role focuses on providing expertise on tax planning concepts and strategies, with a specific emphasis on Canada/US cross border taxation concerns.

Please note, the salary range for this role is $135,000 - $185,000.

Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives. Leverages specialized knowledge and experience to partner collaboratively with other planning professionals and Relationship Managers (Private Bankers, Investment Counsellors, Investment Advisors) to provide clients with comprehensive wealth planning advice and solutions encompassing financial, tax, succession, philanthropic, will, estate and trust planning in connection with their overwall wealth planning needs. Supports the growth and retention of HNW/UHNW client assets through specialize...