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 articles

Requirements:

- CPA and advanced planning designation (CFP, TEP)
- At least 10 years of post-accreditation qualified experience
- Deep knowledge of financial planning for complex cases
- Exceptional project management and leadership skills
- Bilingual in English and French is an asset

Lead the Wealth Planning team to new heights at Corient Canada, utilizing your advanced expertise in financial strategies and client advisement.

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