Director of Wealth Management Baker Tilly

Elevate your career as the Director of Wealth Management at Baker Tilly, serving high-net-worth families in a hybrid environment. Lead integrated advisory solutions while cultivating your personal book of business.

This senior role demands a CPA with over 10 years of experience in public accounting or family office advisory. You will engage directly with HNW and UHNW clients, using your expertise in tax planning and strategy development. Focus on holistic financial oversight across personal, corporate, and trust needs while building enduring relationships.

Key Responsibilities:

• Act as primary advisor for HNW and UHNW families

• Lead comprehensive financial planning and advisory conversations

• Manage and grow a personal client portfolio

• Build relationships with legal and financial professionals

• Provide oversight on tax planning and strategic input

Requirements:

• CPA designation (Ontario) required

• 10+ years in family office or private client advisory

• Proven advisory experience with complex family structures

• Strong knowledge of Canadian private client tax

• Established network in the Greater Toronto Area

Bring your expertise in client management and financial strategy to contribute meaningfully to Baker Tilly’s wealth management practice.
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