Estate Planning Partner Category Partners Location Toronto, On

The Heller Group

Toronto, ON, CA
On-site
Complex estate planning experience
Trust planning expertise
Estate administration skills
The firm is seeking a partner with specific experience in complex estate and trust planning

Job Summary

  • The firm is seeking a partner with specific experience in complex estate and trust planning.
  • Candidates must possess strong skills in estate administration for high net-worth individuals.
  • The role offers an excellent platform to grow a practice within well-established practice groups.

Matching Summary

The firm is seeking a partner with specific experience in complex estate and trust planning.

Skills & Requirements

Must-have

  • Complex estate planning experience
  • Trust planning expertise
  • Estate administration skills
  • High net-worth client management

Nice-to-have

  • Partial book of business
  • Entrepreneurial firm environment
  • Practice growth platform

Key Requirements

  • Partner level position
  • Experience with high net-worth clients
  • Partial book of business required

Work Rights

Not specified

Tailored Resume

Cover Letter