Cross Border Tax and Estate Planning Consultant, Private Wealth

Overview This role focuses on providing expertise on tax planning concepts and strategies, with a specific emphasis on Canada/US cross border taxation concerns. It provides specialized international wealth planning and advisory services for High Net Worth / Ultra High Net Worth (HNW/UHNW) and high-level executive clients and their families to help meet immediate and long-term objectives.

Leveraging specialized knowledge and experience, the incumbent partners collaboratively with other planning professionals and Relationship Managers to deliver comprehensive international wealth planning advice encompassing financial, tax, succession, philanthropic, will, estate and trust planning in multi‑jurisdictional situations. It supports the growth and retention of HNW/UHNW and high‑level executive client assets through specialized cross‑border planning solutions that broaden dialogue, enhance client relationships, consolidate assets and increase revenues.

Responsibilities
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