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 PlanningManage deliverables in support of the advisory teamReview and advise on complex financial planning casesCreate resources for the team's development and trainingContribute to industry thought leadership effortsRequirements:CPA with advanced financial planning designations (CFP, TEP)A minimum of 10 years post-accreditation experienceExpertise in financial software and complex client managementStrong leadership and mentoring capabilitiesInitiative and self-management in a energetic environmentDrive exceptional wealth planning results at Corient Canada, utilizing your extensive experience and commitment to client success.#J-18808-Ljbffr

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