Vice President, Tax & Estate Planning

Posted Monday, September 8, 2025 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 estate planning along with personal and corporate tax guidance to Investment Advisors (IAs) for their high-net-worth and complex client situations. This includes face-to-face meetings with IAs and their clients, presentations to groups of clients and centers of influence.

This is an existing vacancy Duties and Responsibilities

Provide financial, retirement, tax, estate and succession planning and services to IAs and their high net worth and ultra-high net worth clients

Lead seminars and presentations on Wealth Planning Services for IAs, clients, prospective clients and Centers of Influence

Provide direction on next steps and towards implementation of wealth planning strategies, including meeting with clients' professional advisors (e.g., lawyers, accountants, and actuaries) as appropriate

Collaborate on the development and implementation of wealth planning service standards such as the effective and efficient delivery of wealth planning services and design complex wealth planning strategies for the unique needs of the high-net-worth clients.

Assist advisors and relationship managers with business development, opportunity spotting, and revenue generation

Contribute to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices.

Keep current on emerging trends, legal changes and developments in the tax and estate planning field

Assist with quality assurance as required for the Wealth Planning Group - review of complex files

Identify and manage risks, and escalate high risk transactions and activities as necessary

Assist in the development of a training program on wealth planning matters for IAs

Write client facing, value added pieces to help our prospecting and client retention activities Qualifications

10+ years of planning experience specializing in tax, financial and estate planning

Experience in the financial services industry would be an asset

Demonstrated excellence in designing and implementing complex tax, financial, and estate planning strategies

Strong relationship management skills

Strong analytical and problem-solving abilities

Superior verbal and written communication skills

Ability to work independently and as part of a team

Facility with Microsoft Word, Excel and PowerPoint Education

L.L.B Degree or Professional Accounting Designation (CA, CPA, CGA, CMA)

Trust & Estate Practitioner (TEP), Family Enterprise Advisor (FEA) or other professional designations (added value) Why Apply

Our firm is only as good as the people who work here. Our employees are exceptional because they combine in-depth expertise with enthusiasm, and empathy. From our front office talent to our colleagues behind the scenes, we have one focus: to ensure our people thrive here more than anywhere else. Are you innovative, self-driven, and client-centric?

If so, we're ready to invest in you.

Richardson Wealth is an equal opportunity employer and committed to providing a diverse, equitable and inclusive environment. We are happy to meet your individual needs in keeping with the Canadian Charter of Rights and Freedoms and the Accessibility for Ontarians with Disabilities Act. Candidates may request accommodation at any point during the interview process.

Job Type: Full-time