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 goalsDevelop detailed wealth plans using financial analysisCollaborate with external advisors for comprehensive serviceMaintain up-to-date knowledge of wealth planning strategiesEnhance the client experience through cutting-edge solutionsRequirements:Degree in business, finance, or accountingMinimum 5 years in wealth planning rolesExperience with high-net-worth clientsCFP or equivalent financial designationStrong organizational and analytical skillsUse 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