This job board retrieves part of its jobs from: Commis d'Entrepôt | Emploi Construction | Work From Home

The local jobs board for the people of Brampton, Ontario

To post a job, login or create an account |  Post a Job

   jobs brampton   

Looking for a new job near your home? We might have what you're looking for!

Slide 1
Slide 2
Slide 3
previous arrow
next arrow

Vice President- Ultra High Net Worth Consulting

David Aplin Group

This is a Full-time position in Brampton, on posted January 8, 2022.

David Aplin Group, one of Canada’s Best Managed Companies, is collaborating with one of their most valued clients to assist them in recruiting a Vice President to their Ultra-High Net Worth team Our client is one of the fastest-growing wealth advisor companies in the country and takes pride in being an independent firm that always puts the best interests of our clients first.

This role is NOT remote, but the position can be located anywhere in Western Canada.

If you value your independence to be objective and impartial in making wealth planning recommendations and are entrepreneurial-minded, we would like to connect.

The Role: Reporting to the Senior Vice-President, Advanced Wealth Planning, the Ultra-High-Net-Worth Wealth Consultant/Vice-President is responsible for the development, execution, and maintenance of comprehensive wealth plans, memorandums, and goals-based reporting for ultra-high-net-worth clients.

Leveraging their significant industry knowledge and experience providing comprehensive wealth solutions to UHNW clients, the Ultra-High-Net-Worth Wealth Consultant/Vice-President will play an integral role in business development and will provide value-added services to the Advisory teams and their successful business owner, incorporated professionals and other UHNW clients.

Responsibilities & Activities: Cultivate client relationships by meeting with existing and potential clients and completing in-depth fact-finding as it pertains to their complex and diverse advanced wealth planning needs or concerns.

Proactively maintain current and in-depth knowledge of all areas of the wealth planning process, including financial, investment, education, insurance and risk management, retirement, tax and wealth transfer planning.

Drive the UHNW wealth planning process and continuously look for ways to improve and enhance the UHNW client experience.

Coordinate the preparation of an introductory package with an engagement letter, document request and Wealth Questionnaire.

Coordinate with the client’s existing tax and legal professionals on behalf of the client for required documents.

Manage the various UHNW wealth planning deliverables through the process.

Review UHNW wealth planning deliverables and/or client goals-based reporting relating to specific income tax and wealth transfer topics raised by clients or Advisory teams.

Identify outside assets and referral/Centers of Influence opportunities.

Work in collaboration with Advanced Wealth Planning peers in training and education initiatives with Advisory teams on income tax and wealth transfer matters.

Provide expert advice and guidance, to other Advanced Wealth Planning team members when reviewing legal, income tax and financial documentation.

Develop and maintain relationships with Centers of Influence.

Collaborate and work closely with the client’s other professional advisors in the spirit of delivering a holistic experience.

Recognize and foster UHNW intergenerational wealth management amongst Advisory teams and their clients.

Develop and present seminars for Advisory teams and their clients on a variety of UHNW income tax and wealth transfer planning topics.

Perform other duties as assigned.

The Ideal Candidate: Professional accounting or legal designation.

Completion of the CPA In-depth tax course, CBA Tax Law for Lawyers program, a master’s in taxation or equivalent is required.

Minimum of 5 years experience in income tax and wealth transfer planning.

FEA, TEP, CFP, or CLU designations would be an asset.

Fulfill continuing education requirements.

Strong organizational, analytical skills and attention to detail.

Ability to work independently and as part of a national team whose members have varied backgrounds and industry experience.

Experience and expertise in working with UHNW clients, business owners and foreign assets.

Exhibit a high level of professionalism that allows clients to feel comfortable discussing personal, confidential information.

Strong presentational skills and experience Desire to keep up to date with Canada’s overall economic and financial environment, current events and trends and changes to legislation as it relates to income tax and wealth transfer planning.

An entrepreneurial spirit to participate in the continued growth of the organization and a desire to continuously exceed their UHNW client expectations.

If you are interested in this position and meet the above criteria, please click the Apply button to send your resume in confidence directly to , Senior Managing Consultant, Accounting & Finance.

Visit our website at www.aplin.com to view our job opportunities, career tips, and tools.

We thank all applicants; however, only those selected for an interview will be contacted.

LI-DNP IND-DNP WE APPRECIATE YOUR INTEREST IN DAVID APLIN GROUP.

If this is your first introduction to us, we invite you to become one of our satisfied candidates.

David Aplin Group has been Canadian-owned since 1975.

Our professional consultants are passionate about helping you find a fulfilling job or career and ensuring your complete satisfaction with our process.

Our proven track record, over four decades long, is largely due to our team of highly skilled and successful specialists.

Through superior service and a commitment to long-term relationships, we provide deep specialization in core areas for complete recruiting and HR solutions across Canada
– all from one source.

We look forward to exceeding your expectations Learn more about David Aplin Group and view all of our current job opportunities, career tips, and tools at www.aplin.com.