Vice President, Estate Planning & Tax

Our client, a leading national wealth management organization, is seeking a Vice President, Financial Advisor, Tax & Estate Planning to provide advanced tax strategy, estate planning expertise, and high-net-worth wealth management advisory support across the Ontario market. Based in the Ottawa area, this executive will partner closely with direct clients, financial advisors, portfolio managers, and internal planning teams to deliver sophisticated tax-efficient solutions for affluent families, business owners, and incorporated professionals.

This is a strategic client-facing role combining deep technical expertise with strong relationship management to elevate the firm’s overall planning capabilities.

Key Responsibilities

Client Advisory & Technical Expertise

• Provide advanced tax, estate, and succession planning advice to high-net-worth clients across Ontario.
• Analyze complex client situations including corporate ...