Cross-Border Tax and Estate Specialist - Senior Wealth Consultant
Edward Jones
This job is no longer accepting applications
See open jobs at Edward Jones.See open jobs similar to "Cross-Border Tax and Estate Specialist - Senior Wealth Consultant" Discover Technata.Mississauga, ON, Canada
Posted 6+ months ago
As a Canada-U.S. cross border subject matter expert and a champion of a human-centered approach to wealth management on the Client Consultation Group, you will develop tailored, goals-based wealth planning considerations using a multi-disciplinary team approach for complex High Net Worth client situations. You bring experience in both Canadian and U.S. tax laws with the ability to help clients navigate various considerations and planning opportunities. You also potentially have knowledge in one...