Lead the charge in managing client relationships for 200-300 households, guiding a talented team in investment management and financial planning across Canada and the U.S. to achieve clients' financial goals and adhere to compliance standards.

Join a team that's shaping tax strategies through analysis and innovative solutions. Collaborate on tax returns, projections, and client solutions while mentoring junior staff in a dynamic hybrid environment.

Join a team that's driving strategic growth by analyzing data and empowering advisors to enhance performance, streamline processes, and achieve measurable outcomes across various markets and business lines.

Join a team that's dedicated to providing strategic retirement plan consulting services, ensuring compliance and education while delivering exceptional client support and oversight across various retirement-related services.

Support institutional client relationships by collaborating with financial advisors, ensuring service excellence in 401(k) plans, and driving client retention through effective communication and strategic problem-solving.