Elevate your career at Wellington-Altus as a Wealth Planning Specialist. You will engage with high-net-worth clients to craft personalized financial plans that drive wealth growth.

This Senior Wealth Planner position, reporting to the Associate Vice-President of Advanced Wealth Planning, focuses on providing customized wealth solutions and collaborating with diverse advisory teams. Your role will include in-depth financial analysis, client goal discovery, and enhancing the wealth planning process. You'll be instrumental in fostering valuable relationships and delivering comprehensive wealth management services.

Key Responsibilities:
• Lead client goal discovery sessions
• Enter and manage client data in planning software




• Develop wealth plans targeting high-net-worth clients
• Work collaboratively with other financial advisors
• Continuously improve the wealth planning client experience

Requirements:
• A minimum of five years’ wealth planning experience
• Degree in finance, business, or a related field
• CFP or comparable financial planning qualification
• Solid detail orientation and presentation skills
• Ability to engage effectively with clients

Support high-net-worth individuals in achieving their financial goals at Wellington-Altus.
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📌 Wealth Planning Specialist at Wellington-Altus (Manitoba)
🏢 Wellington-Altus
📍 Manitoba