Business and Wealth Transition Specialist - Toronto, ON MH H
1 month ago
Job summary
The Business and Wealth Transition (BWT) Specialist plays a pivotal role within the Advanced Planning and Services team.This position is responsible for delivering integrated, total wealth planning solutions and strategic advisory support to Ultra High Net Worth (UHNW) families and business owner clients.
The BWT Specialist leads comprehensive wealth planning consultations,
- Engaging in consultation meetings with clients or prospects
- Leading the discovery process to uncover client goals related to business transition
- Conducting high-level assessments to understand the current state of their business
Job description
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