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 sessionsEnter and manage client data in planning softwareDevelop wealth plans targeting high-net-worth clientsWork collaboratively with other financial advisorsContinuously improve the wealth planning client experienceRequirements:A minimum of five years' wealth planning experienceDegree in finance, business, or a related fieldCFP or comparable financial planning qualificationStrong detail orientation and presentation skillsAbility to engage effectively with clientsSupport high-net-worth individuals in achieving their financial goals at Wellington-Altus.

📌 Wealth Planning Specialist At Wellington-Altus (Ottawa)
🏢 Wellington-Altus
📍 Ottawa