Senior Auditor Wealth Management Jobs in British Columbia

Continuously identifying opportunities to enhance the Advanced Planning and Services and the Wealth Management Taxation teams' service offerings.

Preparing and presenting tax education and training content and material for internal professional development purposes as well as client-facing presentations;

Leading the facilitation of professional development activities for colleagues with more advanced tax knowledge; and

Tax strategies related to leveraging, philanthropy, education, and strategic insurance planning;

Knowledge of U.S. income taxation and related issues;

At least 7 years of experience in a professional organization providing tax planning and compliance for HNW and UHNW clients; and

Experience in Wealth Management & Investments

Provides discipline, rigor, and technical skills to the requirements definition and validation process

Works in collaboration with the journey owner to understand, elicit, analyze, document, and communicate program and platform/application requirements

Works ahead of the delivery team to elicit requirements for next iteration’s user stories

Can visualize business needs / requirements as user stories

Time-boxed requirement gathering from the right mix of stakeholders

To provide administrative support to the wealth management and financial planning divisions

To manage the flow of outgoing and incoming investment applications and forms needed in the administration of new and existing clients

Excellent benefits package that includes full health, medical, dental and vision care for you and any dependents

To provide superior client service support

Assist with client review reports and new client orientation processes

To respond to client inquiries about accounts and provide them with prompt, courteous administrative support

High level of time management and organization skills

Impact client experience through execution of client account administration, including account opening, account maintenance and efficient resolution of client request.

Become well-versed in internal controls and industry regulatory requirements, ensuring client files and other necessary documentation is accurate, up-to-date and compliant.

Tap into your superior problem resolution skills to provide proactive client service.

Effectively manage incoming communications from clients, Advisors and other internal and external partners.

Strong skills in working with various business applications/technology

Demonstrate strong planning, project management and organizational skills

Undergraduate degree in Information Technology related field such as IT Systems, Computer Science, IT Management or Data Analytics

Experience auditing large enterprise IT implementations with knowledge of project methodologies, risk, and controls

Proximity with senior management and openness to new ideas

Execute ITGC testing, according to plan, working closely with the IT Audit Manager

Assist the IT Audit Manager with the preparation of quarterly reports on plan progress and deficiency updates to IT leadership

Proven track record in investment management as a financial planner, investment advisor, or wealth management operations manager;

Become very comfortable in delivering the client experience, and

Ability to build relationships so that families will hand over their hard-earned money for you to manage;

Certified Financial Planning (CFP) Designation or Certified Investment Manager (CIM) (an asset);

Convenient downtown office very close to transit;

Strong base salary plus bonus

Minimum one year experience in professional office setting, preferably in finance or banking sectors

Strong computer skills and knowledge of MS Word, Excel, Outlook

Benefits including health, dental, and extended healthcare from Day 1!

3 weeks vacation to start

First point of contact - incoming telephone and email contacts from clients, Advisors and other partners

Assist Advisors in preparing account documentation including client reviews, presentations, correspondence and reports