BA
Director, Wealth and Family Office (CPA)
Toronto, Ontario
On-site
Full-time
No salary posted2 weeks agoJob Overview
Job Description Job Description A place to grow with purpose, make a real impact, and thrive together. Be part of something bigger. Build with us — now and for what comes next. At Baker Tilly, we are invested in the impact you make. We believe exceptional advisors deserve the autonomy, platform, and support to build lasting client relationships and meaningful careers. Our growing Wealth & Family Office practice serves High Net Worth (HNW) and Ultra High Net Worth (UHNW) families—primarily busin…
What you'll do
- Lead and grow the Wealth & Family Office practice
- Serve High Net Worth and Ultra High Net Worth families
- Build and maintain lasting client relationships
- Provide comprehensive wealth advisory services
- Mentor and support team members
- Develop client engagement strategies
What you'll need
- CPA certification
- Extensive experience in wealth and family office services
- High Net Worth (HNW) and Ultra High Net Worth (UHNW) client experience
- Proven track record managing client relationships
- Senior-level advisory experience
About the Company
BA