Senior Tax & Estate Strategist

Wellington-Altus; Toronto; On-site; CAD 90,000 - 120,000; Full time

Job summary

Wellington-Altus is seeking a Senior Tax & Estate Strategist in Toronto, responsible for providing tailored wealth planning services to Ultra High Net Worth clients. The role involves relationship management, financial planning, and extensive client consultations to optimize tax and estate strategies. Ideal candidates will have strong educational backgrounds and significant experience in tax advisory.

Benefits

Opportunities for growth and contribution

Collaborative team culture

Recognition and empowerment

Qualifications

• 5+ years of experience in tax advisory or wealth planning for high-net-worth clients.
• Professional designations like PFP or CFP preferred; CPA or TEP assets.
• Proficient with MS Office and familiar with regulatory frameworks.

Responsibilities

• Deliver comprehensive wealth planning services to Ultra High Net Worth clients.
• Create cash flow models, advising on opportunities and personalized strategies.
• Monitor investments and collaborate with other advisors for seamless service.

Skills

Communication

Problem-solving

Relationship-building

Adaptability

Education

Bachelor’s or master’s degree in accounting, tax law, or related field

Tools

MS Office

Salesforce

Conquest

Planworth

Croesus

Job description

Join to apply for the Senior Tax & Estate Strategist role at Wellington-Altus

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Join to apply for the Senior Tax & Estate Strategist role at Wellington-Altus

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 families and institutions contributing significantly to society through business, public service, and philanthropy. We provide estate structuring and multi-generational wealth planning advice, supported by a data-driven investment platform globally. The successful applicant will join a team dedicated to delivering exceptional service and investment returns to our clients.

The Opportunity :

As a Senior Tax & Estate Strategist, you will deliver comprehensive wealth planning services to Ultra High Net Worth clients, developing tailored financial strategies aligned with their long-term goals, including tax & estate planning, retirement, and intergenerational wealth transfer.

What You’ll Be Doing :

Relationship Management & Client Consultation

• Serve as a key resource for UHNW clients and their advisors.
• Meet with clients to understand their financial goals, risk tolerance, and preferences. Provide advice on tax efficiency and personalized strategies.
• Engage in consultative, collaborative client interactions, acting as a subject matter expert to enhance client experience.

Financial Planning & Projections

• Create cash flow models to forecast liquidity needs and funding.
• Align asset allocation with clients’ financial goals and risk appetite.
• Prepare detailed reports and wealth plans for complex situations, advising on opportunities and strategies.

External Investment Tracking & Reporting

• Monitor private equity, hedge funds, direct investments, and real estate holdings.
• Generate consolidated statements and portfolio reviews across all assets and structures.
• Collaborate with other professional advisors to ensure seamless client service.

Product Knowledge

• Stay informed on Canadian investment products, assessing suitability based on client profiles and regulations.
• Maintain current knowledge of wealth planning areas, including financial, education, insurance, retirement, tax, business, and estate planning.

Your Core Competencies :

• Stay updated on economic, financial, legislative, and tax transfer changes.
• Uphold ethical conduct, professionalism, and confidentiality.
• Deliver exceptional service, exceeding expectations.
• Excel in interpersonal, communication, and relationship-building skills.
• Demonstrate problem-solving, organizational, and adaptability skills.
• Maintain high accountability, reliability, and innovation.

Your Skills & Experience :

• Bachelor’s or master’s degree in accounting, tax law, or related field.
• 5+ years in tax advisory or wealth planning with high-net-worth clients.
• Experience in financial services industry, client service, and high-growth environments.
• Professional designations like PFP or CFP preferred; CPA or TEP assets.
• Proficiency with MS Office; experience with Conquest, Planworth, Croesus, Salesforce is an asset.

Why Join Us?

• Collaborative team culture valuing hard work and fun.
• Opportunities for growth, contribution, and making a difference.
• Recognition and empowerment to take initiative.

Who We’re Looking For :

We seek someone aligned with our values: kindness, efficiency, and a passion for working with people. A love for operations, creating seamless processes, supporting teams, and operational excellence is essential. Punctuality, ownership, and joy in improving systems are key traits.

We look forward to hearing from you!

Our Organization :

Founded in 2017, Wellington-Altus Financial Inc. is a top-rated investment dealer in Canada, managing over $35 billion in assets, with offices nationwide. Recognized as one of Canada’s Best Managed Companies, we serve entrepreneurial advisors and high-net-worth clients.

Conditions of employment :

• Legal eligibility to work in Canada.
• Ability to travel 0-5% of the time.
• Background check may be required prior to employment.

Wellington-Altus values diversity and encourages applications from women, racialized persons, Indigenous peoples, persons with disabilities, and all orientations and genders. Accommodations are available upon request.

If needed, please inform us at application time.

To apply :

Click the "Apply for This Job" button to submit your resume, cover letter, and salary expectations. We will contact suitable candidates for interviews. More info at www.wellington-altus.com.