VP, Advanced Planning

What you’d do

Client-facing financial and estate planning expert for high net worth clients and their advisors, leading end-to-end planning engagements using eMoney and other tools, supported by an Advanced Planning Analyst. Work is mainly by video, with in-person meetings at investor centers across the region. Found on the employer's careers page on Oct 18, 2026. Apply through the link.

You’ll need

• Bachelor's degree
• 13–15 years overall work experience
• 7+ years in trusts and estate, income tax, or succession planning
• Experience in public accounting, law practice, or wealth management
• No immigration sponsorship available