1 (902) 932-8568
1 (902) 932-8569

Requirements

Working Together

I have been hiring talented and enthusiastic individuals around Canada and internationally. If your qualifications include the followings, I can consider you for current and future Wealth Knight Associate positions.

Education

A university degree in Business, Management, Commerce, or Information Systems.

designation (either)

Chartered International Wealth Manager
Certified Financial Planner
Chartered Professional Accountant
Professional Business Accountant

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

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.
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