Senior Wealth Strategist - Cross Border

Senior Wealth Strategist opportunity to join established Wealth Planning Team at top-tier financial services firm serving Canadian clients residing in the US.Serve as subject matter expert for Financial Advisors and their HNW/UHNW clients on complex estate, gift and charitable planningProvide consultation on business succession planning, multi-generational planning, and concentrated equity positionsMaintain extensive client contact through personal meetings alongside Financial Advisors and collaboration with clients' external legal and tax advisorsPlay a key role in integrating wealth planning as a core part of the client relationshipJD required with 8+ years' wealth planning experience and cross-border expertise serving Canadian clients in the USOpen on location