Elevate your wealth planning career with Wellington-Altus as a Senior Wealth Planner. This role focuses on delivering comprehensive wealth solutions for high-net-worth clients across Canada. Reporting to the Associate Vice-President of Advanced Wealth Planning, the Senior Wealth Planner provides tailored wealth management solutions for wealthy individuals, business owners, and incorporated professionals.

You'll implement and maintain extensive wealth plans while collaborating with Advisory teams to ensure a holistic client experience. Key Responsibilities:

- Facilitate client discovery sessions to refine goals
- Develop detailed wealth plans using financial analysis
- Collaborate with external advisors for comprehensive service
- Maintain up-to-date knowledge of wealth planning strategies
- Enhance the client experience through innovative solutions

Requirements:

- Degree in business, finance, or accounting
- Minimum 5 years in wealth planning roles
- Experience with high-net-worth clients
- CFP or equivalent financial designation
- Robust organizational and analytical skills

Use your expertise and entrepreneurial spirit to support Wellington-Altus clients in achieving their financial goals.

📌 Senior Wealth Planner at Wellington-Altus (Vancouver)
🏢 Wellington-Altus
📍 Vancouver