As Senior Vice President of Wealth Planning at Corient Canada, you will spearhead the financial strategies for ultra-high-net-worth clients. Oversee team development while fostering best practices.

In this pivotal role, you will collaborate with client leadership to shape the Wealth Planning team’s strategic vision. Your responsibilities include managing deliverables, providing financial expertise, and ensuring that the team is equipped with the necessary tools for success. You will also mentor junior staff to elevate the standards of client service.

Key Responsibilities:
• Collaborate on strategy and vision for Wealth Planning
• Manage deliverables in support of the advisory team
• Review and advise on complex financial planning cases




• Create resources for the team’s development and training
• Contribute to industry thought leadership efforts

Requirements:
• CPA with advanced financial planning designations (CFP, TEP)
• A minimum of 10 years post-accreditation experience
• Expertise in financial software and complex client management
• Strong leadership and mentoring capabilities
• Initiative and self-management in a energetic environment

Drive exceptional wealth planning results at Corient Canada, utilizing your extensive experience and commitment to client success.
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📌 Senior Vice President Wealth Planning at Corient Canada (Ontario)
🏢 Corient
📍 Ontario