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 experienceRequirements:- 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 clientsSupport high-net-worth individuals in achieving their financial goals at Wellington-Altus.#J-18808-Ljbffr

📌 Wealth Planning Specialist (Kamloops, Armstrong & Enderby Branches) - C$50,000 A Year (Winnipeg)
🏢 FW Wealth Management
📍 Winnipeg