Head of Wealth Planning - Private Bank & Wealth Management Firm
Salary CAD150,000 - CAD220,000 per year + Excellent Benefits Coverage
Location Toronto, Ontario
FULL_TIMEConsultant Dan Cardon
Job Ref D9TVBR
Date posted June 29, 2022
toronto legal-compliance/legal-counsel 2022-07-15 2022-08-28 legal Toronto Ontario Yorkville CA CAD 150000 220000 220000 YEAR Robert Walters https://www.robert-walters.ca https://www.robert-walters.ca/content/dam/robert-walters/global/images/logos/web-logos/square-logo.png
Our client is a dynamic and rapidly growing investment management firm that is aiming to enhance their service offering to ultra high net worth (UHNW) clients. An integral pillar of this strategic growth is to hire a Head of Wealth Planning, a newly-created opportunity which will play a key role in the design and implementation of this offering. The Head of Wealth Planning will be tasked with building out the firm’s in-house tax and estate planning capabilities while working closely with senior management to develop and implement a comprehensive UHNW offering that seamlessly integrates into the firm’s combination of services, personnel and external relationships.
Key responsibilities:
- Provide planning expertise in the areas of trusts and estates, tax, insurance, succession, risk management and family governance.
- Serve as primary liaison with clients’ existing external advisors, playing an active role in planning conversations
- Manage the development and execution of deliverables including cash flow projections, family balance sheets, document management and family meetings.
- Maintain and grow the firm’s relationships with the global tax, trust and estate community via thought leadership, active participation in the Society of Trust and Estate Practitioners and other professional organizations
- Oversee financial planning program for HNW clients by developing tools to deliver cash-flow projections, retirement planning and other services.
- Provide ongoing education and content for internal and client-centred presentations.
- Stay current in all areas of wealth planning and maintain licenses and certifications.
Key requirements:
- Minimum 7-10 years advising ultra high net worth families, with broad subject matter expertise spanning tax planning, trust and estate planning, philanthropy, insurance planning, succession planning and family governance.
- The ideal candidate will be a qualified lawyer (LLB or JD). Possession of a FEA, TEP, MBA and/or CFA qualification would be a strong asset.
- Strong technical skills, with a deep-rooted desire to stay current on trends and development in the planning world.
- Strong presentation and interpersonal skills, with the ability to engage professionally and socially with a wide range of ultra-high net worth families and their advisors.
- A passion for entrepreneurship and desire to build a world-class offering, not just execute within an existing framework.
- Ability to work collegially and collaboratively across stakeholders including senior management, investment team and operations.
Interested candidates should apply below or for a confidential discussion.contact:
Martin Fox (Managing Director – Canada) on martin.fox@robertwalters.com / +1 647 288 2441
Dan Cardon (Senior Consultant, Legal) on dan.cardon@robertwalters.com / +1 647 870 3863
