Vice President, Tax Specialist, Tax & Estate Planning
Richardson GMP Ltd. • calgary, Canada
Role Description
2950 Jutland Rd, Victoria, BC V8T 5K2, Canada
Job Description
Posted Monday, March 30, 2026 at 4:00 a.m.
About Us:
As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are home to some of Canada’s best investment advisors. We’ve embarked on an exciting growth phase – a multi-year transformational journey to enhance our entrepreneurial, high-performing, advisor-centric culture.
Position Overview
Provides wealth planning services, specifically Canadian tax and Cross Border (U.S.) tax guidance to Investment Advisors (IA's) and their high-net-worth and ultra-high net worth clients. This includes face-to-face meetings with IA's and their clients, presentations to groups of clients and Centers of Influence.
This is an existing vacany.
Duties and Responsibilities
- Provi...