1 (604) 757-1011
1 (604) 757-2009

Our Vancouver Tax Accountants & Wealth Managers

Qualifications

At Wealth Knight, we are committed to assembling a team of highly qualified tax accountants and wealth managers who possess expertise in Canadian and international taxation and wealth management. Our recruitment efforts focus on identifying individuals who possess a combination of industry experience, exceptional talent, and a passion for excellence. Our team is composed of individuals who meet or exceed our established qualifications and standards, and we continue to seek out top-tier candidates to join our esteemed organization.

Education

An MBA or an AACSB Accredited university degree in Business, Management, Commerce, or Information Systems.

designationS

At least two of the following designations are required.

•  Certified International Wealth Manager, CIWM®
•  Chartered Financial Analyst, CFA®
•  Chartered Investment Manager, CIM®
•  Certified Financial Planner, CFP®
•  Chartered Professional Accountant, CPA®
•  Professional Business Accountant, PBA®

LANGUAGEs

Business-level fluency in English and one other language is required.

Credentials

Completion of all of the following credentials is required.

•  Canadian Securities Course (CSC)
•  Wealth Management Essentials (WME)
•  Certificate in Advanced Investment Advice (CAIA)
•  Certificate in Advanced Financial Advice (CAFA)
•  Certificate in Retirement Strategy (CRS)
•  Certificate in Estate Planning & Trust Strategy (CETS)
•  Life Licence Qualification Program (LLQP)

Experience

  • Extensive and recent experience in providing strategic tax advice, wealth management, and counsel to high-net-worth and ultra-high-net-worth individuals.
  • In-depth experience in Canadian taxation.
  • Knowledge of tax laws and regulations in multiple jurisdictions.
  • Significant business experience within the relevant business and tax domains gained through involvement with industry, government, or other organizations.
  • Experience with tax compliance and filing for individuals and businesses.
  • Experience with estate and trust planning.
  • Experience in working with Canadian Intellectual Property Office or an international equivalent.
  • Experience in planning, monitoring, and re-aligning business projects or strategic initiatives.
  • Experience with investment portfolio management.
  • Significant experience managing partnerships including contributions, terms of engagement, reporting, and Intellectual Property ownership.
  • Experience in designing and delivering strong impact presentations to various audiences.
  • Ability to communicate complex financial concepts to clients in a clear and understandable manner.
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