Senior Tax & Estate Strategist

Wellington Altus Financial, Inc.; Toronto; On-site; CAD 120,000 - 160,000; Full time

Job summary

Join a leading firm as a Senior Tax & Estate Strategist, where you'll provide tailored wealth planning services for Ultra High Net Worth clients. Leverage your expertise in tax and estate strategies, oversee client relationships, and develop financial plans that align with clients' long-term goals in a dynamic and collaborative environment.

Benefits

Opportunities for professional development

Collaborative team environment

Flexible working conditions

Qualifications

• 5+ years in tax advisory or wealth planning for high-net-worth clients.
• Thorough knowledge of tax and estate planning strategies.
• Strong analytical skills and experience in financial modeling.

Responsibilities

• Developing customized financial strategies for clients.
• Monitoring investments and generating consolidated reports.
• Collaboration with clients' advisors for seamless service.

Skills

Financial Planning

Client Consultation

Relationship Management

Problem-solving

Communication

Education

Bachelor's or Master's in Accounting or Tax Law

Professional Financial Designation (PFP or CFP)

Chartered Professional Accountant (CPA)

Tools

MSOffice Suite

Conquest or Planworth

Croesus

Salesforce

Job description

Location : This position will be based out of our Toronto office.

Who We Are :

Gallant MacDonald operates as an Outsourced-Chief Investment Officer ("OCIO") for a limited number of families and institutions who have made exceptional contributions to society through business, public service, and philanthropy. The group provides thoughtful counsel on estate structuring and multi-generational wealth planning and has built a data-driven institutional investment platform that allocates capital across asset classes on a global basis. The successful applicant will join a team exclusively focused on delivering exceptional service and investment returns to a select number of families and institutions.

The Opportunity :

As a Senior Tax & Estate Strategist, you'll be responsible for providing comprehensive wealth planning services to Ultra High Net Worth (UHNW) clients.

You'll play a key role in developing and implementing customized financial strategies that align with clients' long-term goals, encompassing areas such as tax & estate planning, retirement planning and intergenerational wealth transfer.

What You'll Be Doing :

Relationship Management & Client Consultation

• Act as a key resource for UHNW clients and their advisors
• Meet with clients to understand their financial goals, risk tolerance, and investment preferences. Provide personalized advice on optimizing for tax efficiency and other client specific goals.
• Demonstrate a consultative and collaborative value-added approach in client conversations, acting as a subject matter expert to facilitate the desired client experience.

Financial Planning & Projections

• Develop cash flow models to project future liquidity needs and investment funding.
• Aligning asset allocation with long-term financial goals & risk tolerance.
• Produce written reports and wealth plans for complex client situations, advising on wealth planning opportunities, strategies and issues.

External Investment Tracking & Consolidated Reporting

• Monitor private equity, hedge funds, direct investments and real estate holdings.
• Generate consolidated statements and portfolio reviews that aggregate all financial assets across different entities and structures.
• Collaborate and work closely with client's other professional advisors in the spirit of delivering a seamless client experience.

Product Knowledge

• Stay updated on a wide range of investment products available in the Canadian market, including stocks, bonds, mutual funds, ETFs, insurance and alternative investments. Assess the suitability of different products based on clients' profiles and regulatory requirements.
• Proactively maintain current and in-depth knowledge of all areas of the wealth planning process, including financial, education, insurance and risk management, retirement, tax, business and estate

Your Core Competencies :

• An ability to keep up to date with the overall economic and financial environment, current events and changes as well as changes to legislated related to income tax and wealth transfer planning.
• Demonstrate a commitment to ethical conduct and integrity ensuring all client interactions are handled with professionalism and trustworthiness.
• Bring an excellent attitude and a dedication to extraordinary service, consistently exceeding expectations.
• Excel in interpersonal and relationship-building skills, communicating effectively and collaborating seamlessly across various mediums, whether in person, over the phone, or virtually.
• Showcase exceptional problem-solving abilities, tackling challenges with creativity and confidence.
• Maintain strong organizational skills, keeping tasks and priorities in order to drive efficiency.
• Excel in dynamic environments and adapt to change with ease, managing a high volume of competing priorities while maintaining focus.
• Exhibit critical thinking and outstanding communication skills, both written and verbal, to deliver clear and impactful messages.
• Uphold the highest levels of confidentiality, safeguarding sensitive information and ensuring trust in every interaction.
• Demonstrate a high level of accountability, reliability, adaptability, and innovation in accomplishing day to day work and long-term goals.
• A high tolerance for change; highly adaptive and able to manage a large volume of competing priorities.

Your Skills & Experience :

• A bachelor's or master's degree in accounting, tax law, or related field.
• 5+ years' experience in a tax advisory or wealth planning role with experience working with high-net-worth clients and business owners.
• 5+ years' financial services industry experience working in a high growth environment.
• 5+ years' experience in a customer / client-service facing role.
• Equivalent combination of education and experience may be considered.
• Professional designation such as a Personal Financial Planner (PFP) or Certified Financial Planner (CFP) is preferred.
• Chartered Professional Accountant (CPA) and / or Trust and Estate Practitioner (TEP) a strong asset.
• CLU / LLQP is an asset.
• Proficiency with the MSOffice suite, including Word, Excel, Powerpoint, Teams, and Outlook.
• Experience with Conquest or Planworth is an asset.
• Experience with Croesus and Salesforce considered an asset.

Why Join Us?

• A team culture that values hard work, collaboration, and a little bit of fun along the way.
• Opportunities to grow your skills, contribute meaningfully, and make a difference in our clients' lives.
• A role where your talents are recognized, and you're empowered to take initiative.

Who We're Looking For :

We're looking for someone who shares our values : kindness, a passion for efficiency, and a genuine love for working with people. Most importantly, we want someone who is excited about the operations side of the business-someone who thrives on creating seamless processes, supporting a team, and driving operational excellence. If you're the kind of person who shows up on time, takes ownership of your work, and finds joy in making systems and workflows better, this role is for you.

We can't wait to hear from you!

Our Organization :

Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus Private Wealth Inc.-the top-rated

• investment dealer in Canada and one of Canada's Best Managed Companies. With more than $35 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients.
• Investment Executive 2024 Brokerage Report Card.

Conditions of employment :

• Must be legally eligible to work in Canada.
• Must be able to travel 0-5% of the time.
• A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.

Wellington-Altus Private Wealth is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders. All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply.

If you require accommodation for the recruitment process, please let us know at the point of application.

To apply :

Click the Apply for This Job button to submit your resume, cover letter and salary expectations. You will be contacted if you are selected for an interview. More information about working at Wellington-Altus can be found on our website at www.wellington-altus.com.

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