Canadian Tax Specialist Needed for Tax Structure and Estate Planning

Estate planning will for family. · Contract LawEmployment LawCorporate Law ...

+ Join Aprio's Legal team and you will help clients maximize their opportunities. Work with a nationally ranked CPA firm that is passionate about what's next. · Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast grow ...

We are seeking an experienced Paralegal with a strong background in estate planning and solicitor-side work. · ...

Cambridge LLP is seeking a senior Estates Lawyer with 7+ years of experience in estate planning and administration to join its growing private client platform. · ...

Paralegal (Estate Planning) | 5+ Years | Vancouver · Our client, a boutique law firm in downtown Vancouver is seeking an experienced Paralegal with a strong background in estate planning and solicitor-side work. This role focuses on drafting wills, trusts, powers of attorney, and ...

· Our client, a strong, entrepreneurial firm in Toronto, is seeking a wills and estates planning partner to join their growing team. The ideal candidate will have experience with complex estate and trust planning, as well as estate administration, for high net-worth individuals ...

Experienced Paralegal with background in estate planning and solicitor-side work sought by boutique law firm. · Drafting wills, trusts, powers of attorney and related documents. Supporting lawyers on private client matters. · ...

We are a boutique California-based estate planning law firm seeking a highly experienced and detail-obsessed estate planning drafter who can also professionally walk clients through their plan documents via Zoom. · We are looking for someone who takes pride in producing flawless ...

We're building a relationship-oriented bank for the modern world. We need talented individuals who are dedicated to doing what's right for our clients. · To learn more about CIBC please visit At CIBC we enable the work environment most optimal for you to thrive in your role. · ...

The Estate Planning Specialist will provide comprehensive financial planning advice and retirement projections to clients of Ventum Financial Corp. · They will prepare financial plans for advisors' clients at a rate set by their manager, · include recommendations in plans such as ...

Position Summary · We are seeking an experienced Lawyer (Estate Planning & Estate Administration) to join our team at Beacon Law Centre. The successful candidate will have a passion for helping people. Reporting directly to the owners, you are responsible for providing quality le ...

We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · Administration – Review all life insurance applications, change forms or other documents for completeness and ac ...

We are looking for someone to join our team as an estate planning and estate legal assistant. · ...

This role will provide quality administrative & sales support to TD Wealth Sales Channels ensuring all new insurance applications are handled in a timely manner. · ...

This role involves analyzing and building relationships with high-net-worth clients to provide sophisticated insurance strategies as part of their overall financial plan. · Supporting HNW & UHNW clients and developing comprehensive plans that are tax efficient, profitable, and ad ...

This role is responsible for analyzing and building relationships with HNW clients to provide sophisticated insurance strategies as part of the client's overall financial plan. Offer insurance solutions utilizing insurance products manufactured by leading third-party insurance ca ...

This role supports a team that assists DS Investment Advisors, PH&N Investment Counsellors and clients with insurance quotations, marketing assistance and policy servicing. The Estate Planning Specialist promotes business growth through sales & marketing. · ...

This role is responsible for analyzing and building relationships with HNW clients to provide sophisticated insurance strategies as part of the client's overall financial plan. · Wealth Insurance Services offer HNW clients comprehensive insurance based solutions to assist clients ...

This role will provide quality administrative & sales support to TD Wealth Sales Channels to ensure all new insurance applications, pending underwriting cases and policy service support are handled in a timely and efficient manner to ensure a positive client experience. You will ...

+Job DescriptionYou will provide support to a team that helps our DS Investment Advisors, PH&N Investment Counsellors and our clients with insurance quotations, marketing assistance and support for servicing of in-force policies.+ · , · , · ,, ,+ What do you need to succeed? Mus ...

You will provide support to a team that helps our DS Investment Advisors, PH&N Investment Counsellors, and our clients with insurance quotations, new insurance business, marketing assistance and support for servicing of in-force policies. · Preparation of materials (Insurance App ...