Source Job

• Review and optimize financial plans for tax efficiency.
• Develop tailored tax strategies for clients.
• Consult with Wealth Advisors on complex tax matters.

Wealthsimple helps everyone achieve financial freedom by reimagining what it means to manage your money with smart technology, making financial services transparent and low-cost.

Coordinate the preparation of tax returns across multiple jurisdictions. Review tax calculations, provisions, and supporting documentation. Liaise with Luxembourg and foreign tax authorities.

Gcore is a global provider of infrastructure and software solutions for AI, cloud, network, and security, powering everything from real-time communication and streaming to enterprise AI and secure web applications.

• Develop a deep understanding of the Addepar platform and be able to apply it to clients’ requirements, industry challenges, and goals.
• Develop success plans for a pool of clients, supporting critical client metrics to drive adoption and identify optimization and cross-selling opportunities.
• Advocate for clients, building strong working relationships with cross-functional teams to ensure client success

Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. With client presence in more than 50 countries, Addepar's platform aggregates portfolio, market and client data for over $8 trillion in assets.

• Cover program and course learning outcomes in the College for Financial Planning materials, and ensure instruction is delivered at the appropriate level.
• Use best pedagogical practices to create engaging educational experiences and encourage critical thinking, academic rigor and intellectual curiosity.
• Remain current with trends, techniques, and advances in technology that are applicable to the program and pedagogy.

Kaplan is a global educational services company with operations in 26 countries. They have about 10,000 employees and are committed to cultivating an inclusive workplace that values diversity, promotes equity, and integrates inclusivity into all aspects of their operations.

Provides high quality administrative support to Financial Advisors. Services a high volume of daily interactions with clients. Processes client financial transactions and expenses.

Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services.