The VP of Wealth Planning will lead the Wealth Planning team for Corient Canada. This individual will manage a team that supports the planning needs for the client advisory team and ultra-high-net-worth clients in Canada.

The Wealth Planning team will support the advisory team with following primary functions:

CORE RESPONSIBILITIES:

- The VP will work with the Client Leadership team to define the strategy, vision, and priorities for the Wealth Planning team.
- Set explicit direction on where the group focuses its time and resources to demonstrate value and bring projects to completion.
- Manage a team of wealth planning staff responsible for deliverables as required by the client team.
- Oversee and develop the tools and resources the team requires including financial planning and other software.
- Review cash flow projections/financial plans for complex client situations, and attend client meetings where required.
- Provide financial planning and other technical expertise (in conjunction with other technical experts on the team) to the advisory team.
- Support the standardization of financial planning best practices across the Canadian advisory team.
- Support the technical development of the advisory team with training programs to raise the standard of knowledge and advice of the firm.
- Stay abreast of industry trends and events and proactively shape planning strategies and client solutions accordingly.
- Support the thought leadership of the firm by reviewing and writing technical articles and commentary (as appropriate).





RELEVANT BACKGROUND AND EXPERIENCE:
- CPA + advanced planning designation (CFP, TEP, etc.) is a requirement.
- Minimum 10 years of post-accreditation experience.
- Deep expertise in financial planning for complex situations and a strong understanding of financial planning software.
- Advanced analytical and problem-solving abilities, with a proactive, solutions-driven approach.
- Experience working with ultra high-net-worth clients and managing a wide range of special projects.
- Demonstrated ability to mentor junior staff and lead teams across projects and initiatives.
- Exceptional written and verbal communication skills, with the ability to articulate complex financial concepts clearly and confidently.
- Strong project management skills, organization, and attention to detail.
- Self-starter with a high level of initiative, capable of working independently and contributing to team success.
- Ability to integrate quickly and add value in a dynamic environment.
- Hands-on approach, willing to contribute meaningfully at all levels of the organization.
- Desire to acquire unique skills and build a long-term career in the family office space.
- Commitment to continuous learning and development of specialized expertise.
- The ability to communicate in both English and French would be an asset to the team.

FORMAL EDUCATION REQUIREMENTS:
- CPA + advanced planning designation (CFP, TEP, etc.) is a requirement. Professional designations must be in good standing.

📌 Vice President Wealth Planning (Toronto)
🏢 Corient
📍 Toronto