Job Description Richardson Wealth offers the personal touch of a boutique firm while delivering big results.

As a leading Canadian wealth management organization, Richardson Wealth has offices across the country and is 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.

Duties and Responsibilities

Provide financial, retirement, tax, estate and succession planning and similar wealth planning related services to the high net worth and ultra high net worth clients of our IAs<...