Estate Planner

Calgary

Permanent

  • Accounting & Finance
  • Job Code: 9P808794111
  • Posted: November 01, 2018
The Job has been filled
David Aplin Group, one of Canada's Best Managed Companies, has partnered with our client,  a very highly regarded organization, to recruit for Estate Planner to come and join their team in Calgary.

The Role:

  • Prepare comprehensive estate planning reports for clients
  • Prepare memos relating to specific estate planning questions raised by clients and advisors
  • Respond to estate planning inquiries from our advisors and corporate personnel
  • Communicate with clients’ professional advisors to discuss issues and recommendations
  • Prepare research and client newsletter articles on estate planning topics
  • Train and educate corporate staff and financial advisors on estate planning matters
  • Maintain complete confidentiality relating to all client matters
  • Maintain professional standards and designations through continuing education and professional development
  • Work with colleagues within the company and the company’s clients in a professional manner, displaying the utmost respect  for fellow workers and clients
  • Creating a tax-efficient estate plan
  • Retirement planning (tax planning, enhancing retirement income)
  • General tax planning (stock option planning, education funding, income splitting)
  • Protecting and increasing wealth
  • Philanthropic planning
  • US cross border issues
The Ideal Candidate:

  • Post-secondary education or CPA, MBA, CFA
  • Experiences with high net worth clients
  • Strong financial acumen
  • Estate planning experiences
  • Extremely professional presentation
  • Excellent communication skills
Compensation:

  • Salary of $80,000 - $120,000, based on experience
If you are interested in this position and meet the above criteria, please click the Apply button to send your resume in confidence directly to Peter LeGeyt - MBA, Aplin Accounting & Finance (plegeyt@aplin.com). We thank all applicants; however, only those selected for an interview will be contacted.  #LI-CAL

WE APPRECIATE YOUR INTEREST IN DAVID APLIN GROUP.

If this is your first introduction to us, we invite you to become one of our satisfied candidates. David Aplin Group has been Canadian owned since 1975. Our professional consultants are passionate about helping you find a fulfilling job or career and ensuring your complete satisfaction with our process. Our proven track record, nearly 4 decades long, is largely due to our team of highly skilled and successful specialists. Through superior service and a commitment to long-term relationships, we provide deep specialization in core areas for complete recruiting and HR solutions across Canada - all from one source. We look forward to exceeding your expectations!

Learn more about David Aplin Group and view all of our current job opportunities, career tips, and tools at www.aplin.com.

Recruiter:

Profile

Peter LeGeyt

Accounting & Finance

Calgary

Partner & Managing Consultant

  • 403.351.2449
  • plegeyt@aplin.com

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