Join Wellington-Altus as a Senior Wealth Planner and play a key role in shaping the financial futures of high-net-worth clients. This position emphasizes wealth planning and strategic support.

As a Senior Wealth Planner, you will work under the Associate Vice-President of Advanced Wealth Planning to create, execute, and oversee comprehensive wealth plans tailored for affluent clients. You will be instrumental in managing various client-centric deliverables while fostering collaboration among advisors.

Key Responsibilities:
• Engage clients in goals-based wealth planning discussions
• Enter and analyze client data for financial planning
• Create wealth plans for high-net-worth individuals
• Manage and deliver wealth planning documents
• Collaborate with clients' advisors for integrated support

Requirements:
• Degree or diploma in a relevant field
• 5+ years of wealth planning experience
• Knowledge of income tax and insurance, an asset
• Experience with Conquest software preferred
• Excellent communication and presentation skills

Drive success for clients through your expertise in wealth planning at Wellington-Altus.
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📌 Advanced Wealth Planner Position Available (British Columbia)
🏢 Wellington-Altus
📍 British Columbia