Tax Estate Planner - London

Only for registered members London, Canada

1 week ago

Default job background
Full time $115,600 - $163,200 (CAD)

Job summary

The Tax and Estate Planner is responsible for financial planning within an assigned Private Wealth Management (PWM) territory

Tax and estate planning for high net worth clients that focuses on:

  • Creating a tax-efficient estate plan;
  • Protecting and increasing wealth;
  • Philanthropic planning; and US cross border issues.

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