Senior Tax & Estate Strategist

Location : This position will be based out of our Toronto office.

Who We Are :

Gallant MacDonald operates as an Outsourced-Chief Investment Officer (“OCIO”) for a limited number of families and institutions who have made exceptional contributions to society through business, public service, and philanthropy. The group provides thoughtful counsel on estate structuring and multi-generational wealth planning and has built a data-driven institutional investment platform that allocates capital across asset classes on a global basis. The successful applicant will join a team exclusively focused on delivering exceptional service and investment returns to a select number of families and institutions.

The Opportunity :

As a Senior Tax & Estate Strategist, you’ll be responsible for providing comprehensive wealth planning services to Ultra High Net Worth (UHNW) clients.

You’ll play a key role in developing and implementing customized financial strategies that align with clients’ long-term goals, encompassing areas such as tax & estate planning, retirement planning and intergenerational wealth transfer.

What You’ll Be Doing :

Relationship Management & Client Consultation

• Act as a key resource for UHNW clients and their advisors
• Meet with clients to understand their financial goals, risk tolerance, and investment preferences. Provide personalized advice on optimizing for tax efficiency and other client specific goals.
• Demonstrate a consultative and collaborative value-added approach in client conversations, acting as a subject matter expert to facilitate the desired client experience.

Financial Planning & Projections

External Investment Tracking & Consolidated Reporting

Product Knowledge

Your Core Competencies :

Your Skills & Experience :

Why Join Us?

Who We’re Looking For :

We’re looking for someone who shares our values : kindness, a passion for efficiency, and a genuine love for working with people. Most importantly, we want someone who is excited about the operations side of the business—someone who thrives on creating seamless processes, supporting a team, and driving operational excellence. If you’re the kind of person who shows up on time, takes ownership of your work, and finds joy in making systems and workflows better, this role is for you.

We can’t wait to hear from you!

Our Organization :

Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus Private Wealth Inc.—the top-rated

Conditions of employment :

Wellington-Altus Private Wealth is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders. All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply.

If you require accommodation for the recruitment process, please let us know at the point of application.

To apply :

Click the Apply for This Job button to submit your resume, cover letter and salary expectations. You will be contacted if you are selected for an interview. More information about working at Wellington-Altus can be found on our website at .

#J-18808-Ljbffr