We hire talented and enthusiastic individuals around Canada and internationally. If your qualifications include the followings, we can consider you for prestigious current and future Wealth Knight Associate positions.
Education
A university degree in Business, Management, Commerce, or Business Informatics.
designation (either)
Chartered Financial Analyst (CFA) Chartered Investment Manager (CIM) Chartered International Wealth Manager (CIWM) Certified Financial Planner (CFP) Chartered Professional Accountant (CPA) Professional Business Accountant (PBA)
LANGUAGE
Business level fluency in English and one other language is required.
CERTIFICATIONS (ALL)
Credential of Readiness (Harvard University) Canadian Securities Course Wealth Management Essentials Certificate in Advanced Financial Advice Certificate in Retirement Strategy
Experience
In-depth experience in Canadian taxation.
Experience in working with Canadian Intellectual Property Office or an international equivalent.
Extensive and recent experience in providing strategic tax advice and counsel to high-net-worth and ultra-high-net-worth individuals.
Significant business experience within the relevant business and tax domains gained through involvement with industry, government, or other organizations.
Experience in planning, monitoring, and re-aligning business projects or strategic initiatives.
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.
