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.

📌 Wealth Planning Specialist at Wellington-Altus (Winnipeg)
🏢 Wellington-Altus
📍 Winnipeg