Join Corient Canada as the Vice President of Wealth Planning, leading a dedicated team for ultra-high-net-worth clients. Drive innovation in financial planning while mentoring talented professionals.This strategic role requires aligning with the Client Leadership team to define priorities for the Wealth Planning department. You will manage deliverables while overseeing the development of resources and tools necessary for success. Leveraging your expertise, you'll transform complex financial data into actionable insights and ensure best practices are applied.Key Responsibilities:
Set strategic direction for Wealth Planning initiatives
Oversee a team focused on high-value client deliverables
Analyze and review intricate financial plans and projections




Develop training programs to enhance team capabilities
Support the firm’s thought leadership through articlesRequirements:
CPA and advanced planning designation (CFP, TEP)
At least 10 years of post-accreditation skilled experience
Deep knowledge of financial planning for complex cases
Exceptional project management and leadership skills
Bilingual in English and French is an assetLead the Wealth Planning team to current heights at Corient Canada, utilizing your advanced expertise in financial strategies and client advisement.#J-18808-Ljbffr

📌 Corient Canada Wealth Planning Vice President Toronto
🏢 Corient
📍 Toronto