Advice-Only Certified Financial Planner – Canada–U.S. Cross-Border Planning (Remote)
Remote · Canada
Prepare and present financial plans for individuals and families with financial interests in Canada and the United States, and provide ongoing advice on retirement, tax, investment, estate, insurance, and cash flow matters. Identify cross-border tax, estate, and regulatory issues, coordinate with the firm’s tax team and clients’ professional advisers, and explain complex planning considerations clearly.