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. Work directly with clients of the Private Family Office or the Family Office Wealth Counsel as required. Meet with clients and IAs on wealth planning matters, especially tax matters. Lead seminars and presentations on Tax & Estate Planning Services for IAs, clients, prospective clients and Centers of Influence. Provide direction and coordinate the 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 and design complex wealth planning strategies for the unique needs of the high net worth clients, including participation in the sales process and directing implementation of wealth planning strategies for these clients. Contribute to the effective and efficient delivery of wealth planning support services to Advisors and clients. Assist with quality assurance as required for the Tax & Estate Planning Group – review of complex files. Write white papers and other client facing value added pieces to help our prospecting and client retention activities. Develop thought leadership materials on all tax matters and review/update existing materials while working with Marketing to disseminate client marketing pieces. Qualifications Over 10 years of planning experience specializing in tax, financial and estate planning. Experience in the financial services industry would be an asset. Strong relationship management skills. Strong analytical and problem-solving abilities. Superior verbal and written communication skills. Able to interact effectively with other executives and professionals. Ability to work independently and as part of a team. Facility with Microsoft Word, Excel and PowerPoint. Education Professional Accounting Designation (CA, CPA, CGA, CMA), L.L.B Degree (Tax oriented) and other related designations, e.g. Trust and Estate Practitioner (TEP) and/or Family Enterprise Advisor (FEA). #J-18808-Ljbffr
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. This is an existing vacancy. 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 Work directly with clients of the Private Family Office or the Family Office Wealth Counsel as required Meet with clients and IA's on wealth planning matters, especially tax matters Lead seminars and presentations on Tax & Estate Planning Services for IA's, clients, prospective clients and Centers of Influence Provide direction and coordinate the 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 and design complex wealth planning strategies for the unique needs of the high net worth clients, including participation in the sales process and directing implementation of wealth planning strategies for these clients Contribute to the effective and efficient delivery of wealth planning support services to Advisors and clients Assist with quality assurance as required for the Tax & Estate Planning Group – review of complex files Write white papers and other client facing value added pieces to help our prospecting and client retention activities Develop thought leadership materials on all tax matters and review/update existing materials while working with Marketing to disseminate client marketing pieces Qualifications Over 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, insurance and estate planning strategies Strong relationship management skills Strong analytical and problem-solving abilities Superior verbal and written communication skills Able to interact effectively with other executives and professionals Ability to work independently and as part of a team Facility with Microsoft Word, Excel and PowerPoint Education Professional Accounting Designation (CA, CPA, CGA, CMA), L.L.B Degree (Tax oriented) and other related designations, e.g. Trust and Estate Practitioner (TEP) and/or Family Enterprise Advisor (FEA) #J-18808-Ljbffr
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. This is an existing vacancy. 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 Work directly with clients of the Private Family Office or the Family Office Wealth Counsel as required Meet with clients and IA's on wealth planning matters, especially tax matters Lead seminars and presentations on Tax & Estate Planning Services for IA's, clients, prospective clients and Centers of Influence Provide direction and coordinate the 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 and design complex wealth planning strategies for the unique needs of the high net worth clients, including participation in the sales process and directing implementation of wealth planning strategies for these clients Contribute to the effective and efficient delivery of wealth planning support services to Advisors and clients Assist with quality assurance as required for the Tax & Estate Planning Group – review of complex files Write white papers and other client facing value added pieces to help our prospecting and client retention activities Develop thought leadership materials on all tax matters and review/update existing materials while working with Marketing to disseminate client marketing pieces Qualifications Over 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, insurance and estate planning strategies Strong relationship management skills Strong analytical and problem-solving abilities Superior verbal and written communication skills Able to interact effectively with other executives and professionals Ability to work independently and as part of a team Facility with Microsoft Word, Excel and PowerPoint Education Professional Accounting Designation (CA, CPA, CGA, CMA), L.L.B Degree (Tax oriented) and other related designations, e.g. Trust and Estate Practitioner (TEP) and/or Family Enterprise Advisor (FEA) The expected annualized base salary range for this role is $146,700-$179,300. The actual salary offered will take into consideration a wide array of factors including, but not limited to, the individual’s skill, experience, education and training, and the consideration of internal equity. Richardson offers a competitive total rewards package in addition to the base pay, which includes a performance-based incentive plan, comprehensive health & dental benefits, a group RRSP matching plan and paid time off. #J-18808-Ljbffr
A leading wealth planning firm in Metro Vancouver is seeking a seasoned professional to provide comprehensive financial, retirement, tax, estate, and succession planning services to high-net-worth clients. The ideal candidate will have over 10 years of specialized experience in tax and estate planning, strong communication skills, and the ability to work independently and collaboratively. This role offers a competitive annual salary between $146,700 and $179,300, along with a comprehensive benefits package and performance-based incentives. #J-18808-Ljbffr
A leading wealth management firm in Calgary is seeking an experienced wealth planner to provide specialized financial and tax planning services for high-net-worth clients. The role involves direct client interactions, leading seminars, and collaborating with various professionals to implement tailored wealth strategies. Candidates should have over 10 years of relevant experience, strong analytical skills, and superior communication abilities. This position offers a chance to make a significant impact in a dynamic environment. #J-18808-Ljbffr
A leading wealth planning firm in Winnipeg is seeking an experienced professional to provide tax, financial, and estate planning services for high-net-worth clients. Responsibilities include leading seminars, collaborating on complex strategies, and contributing to the delivery of wealth planning support. Ideal candidates will have over 10 years of planning experience, strong problem-solving abilities, and the ability to work both independently and in teams. Professional Accounting Designation is required. #J-18808-Ljbffr
Drive impact as an Expert Tax Advisor with a focus on wealth and estate planning strategies. Provide tailored tax guidance to Investment Advisors and their high-net-worth clients through personalized interactions. This seasoned professional role requires over 10 years in tax and financial planning. You will lead workshops, collaborate with clients and their advisors, and strategize on complex wealth planning initiatives. Your strong communication skills will be essential for developing meaningful materials and fostering relationships. Key Responsibilities: • Lead financial and estate planning services for clients • Directly consult with Investment Advisors and clients • Host seminars on tax and estate planning topics • Develop and refine client marketing materials • Review complex wealth planning documentation Requirements: • 10+ years in specialized tax and estate planning • Accounting designation is essential • Exceptional communication and relationship management • Strong analytical mindset • Experience in financial services preferred Position yourself as a trusted guide in delivering comprehensive tax strategies and wealth planning services to a distinguished clientele. #J-18808-Ljbffr
Take the lead as a Director of Tax Planning, providing expert Canadian tax and Cross-Border guidance. Engage with high-net-worth clients to deliver tailored wealth planning solutions through seminars and direct consultations. With over 10 years in tax and estate planning, this role allows you to design and implement multifaceted strategies for affluent individuals and families. You will collaborate with Investment Advisors, contribute to developing service standards, and enhance client relationships through direct interactions. Your responsibilities will also include providing strategic guidance on tax matters and generating content to bolster client engagement and retention. Key Responsibilities: • Offer comprehensive financial and tax planning services • Coordinate with advisors on wealth planning matters • Lead educational seminars for clients and advisors • Design tailored strategies for high-net-worth clientele • Write white papers to enrich client communication Requirements: • 10+ years of experience in tax/estate planning • Strong analytical, communication, and relationship skills • Professional designation in Accounting or Tax preferred • Team-oriented with independent work capabilities • Proficiency in Microsoft Office Suite Utilize your expertise to guide affluent clients in navigating complex tax situations and enhancing their wealth management strategies. #J-18808-Ljbffr
A leading wealth management firm in Ontario seeks a Senior Digital Client Journey Owner to enhance the digital client experience. This role involves owning the client journey strategy and facilitating cross-functional teams to deliver innovative solutions. The ideal candidate will have over 10 years of experience in digital strategy and possess strong communication skills in both English and French. A competitive salary and benefits package are offered. #J-18808-Ljbffr
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
We are seeking an experienced Salesforce Developer to design, build, and support solutions on Salesforce Financial Services Cloud (FSC) for a wealth management business. You will serve as a technical authority for Salesforce FSC within iA Wealth, own and evolve the Salesforce architecture in alignment with enterprise strategy and collaborate with talented professionals managing the direction, development, and deployment ecosystem.
Duties and Responsibilities
Design, develop and implement Salesforce solutions that support the Wealth Management business model using platform-native approaches over custom code whenever possible.
Stay current on Salesforce seasonal releases and FSC-specific enhancements to identify opportunities and impacts on our environment and users and anticipate platform risks including downstream integrations.
Partner with journey owners and other team members to shape technical strategy aligned with wealth business goals.
Demonstrate constant attention to ensuring security and preserving digital information confidentiality. Partner with InfoSec/Compliance to ensure appropriate data handling of sensitive client data (PII) and ensure designs support audit and monitoring expectations through event/activity visibility.
Measure the quality of the developed solution (performance, robustness, functional test coverage etc).
Use development best practices supported by the Centers of Excellence, applying proper design, partitioning, and modeling patterns for processing, data, hosting infrastructure, etc.
Set up or use a continuous integration and continuous deployment (CI/CD) pipeline.
Lead discussions around design decisions, aligned with best practices and company standards and norms.
Create and maintain robust unit tests and regression test coverage consistent with enterprise SDLC practices (CI/CD, code review, release readiness).
Provide technical support for the solution in production by triaging and resolving production issues (defects, performance bottlenecks, integration failures), drive root-cause analysis, and implement preventive controls.
Establish the team’s documentation strategy by defining standards aligned with enterprise, encouraging best practices and ensuring consistent application.
Take ownership of complex tasks, mentor and provide technical coaching to other team members and actively share knowledge on Salesforce best practices.
Actively collaborate in activities such as ceremony planning, definition of done etc.
Be available to perform production releases (deployments) when required.
Develop scalable UI experiences using Lightning Web Components (LWC) and industry UI patterns to enhance advisor productivity.
Build and maintain Apex classes, triggers, batch/scheduled jobs, and asynchronous processing where required for industry data volumes and compute pattern.
Qualifications
Education: Bachelor's degree in Computer Science, or a related field.
Experience leading design, development and delivery of complex, enterprise-scale Salesforce solutions with a minimum 5+ years as Salesforce Developer.
Experience with Salesforce Financial Services Cloud (FSC) and specifically Wealth Management industry components.
Track record of influencing technical direction without formal authority.
Good knowledge of or willingness to learn: Integration between Salesforce and Content Server; Einstein Activity Capture (EAC); upcoming Salesforce integrations (including MuleSoft and Google Cloud).
Knowledge of cloud technologies, containers, virtualization (e.g., Azure DevOps, Docker, Kubernetes, Google Cloud Git Flow).
Knowledge of design/architecture patterns and partitioning patterns.
Strong experience with Salesforce platform – APEX (classes, triggers, batch), core objects, FSC objects, Platform Events, Lightning Web Components, Salesforce APIs) including governance limits.
Familiar with Salesforce Data components: DataLoader., DataCloud, etc.
Familiarity with UML/UML2 nomenclature.
Experience with .NET Core, C#.
Familiarity with event‑driven models (Kafka is an asset).
Experience using AI tools, such as Microsoft Copilot, Salesforce Agentforce, and Google Vertex is an asset.
Experience balancing speed, quality, security and maintainability in enterprise environments.
Analytical Skills: Strong analytical and problem‑solving skills. Ability to translate business requirements into technical solutions.
Communication: Excellent verbal and written communication skills. Ability to present complex technical concepts clearly and concisely to stakeholders.
Interpersonal Skills: Strong interpersonal skills with the ability to collaborate effectively with various teams and stakeholders.
Salary and Benefits
The expected annualized base salary range for this role is $94,500-$126,000. The actual salary offered will take into consideration a wide array of factors including, but not limited to, the individual’s skill, experience, education and training, and the consideration of internal equity. Richardson offers a competitive total rewards package in addition to the base pay, which includes a performance‑based incentive plan, comprehensive health & dental benefits, a group RRSP matching plan and paid time off.
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.
EEO Statement
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.
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