Financial Advisory Consultant

We are currently hiring a Financial Advisory Consultant to provide expert guidance on tax, estate, and financial planning for advisors and clients. You will communicate complex strategies to non-technical professionals and lead presentations. Ideal candidates bring significant experience in tax, estate, and financial planning within wealth management.

Skills

• cpa
• tax planning
• estate planning
• financial planning
• investment management
• corporate reorganization
• trust structures
• wills and powers of attorney
• creditor protection
• legal research
• technical publication writing
• presentation delivery
• client service
• analytical skills
• problem solving
• cica in depth tax course
• us planning knowledge
• bilingual french/english
• owner-manager taxation
• cash management
• customer service management
• interpersonal relationship management
• investment risk management