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. #J-18808-Ljbffr

📌 Advanced Wealth Planner Position Available (Vancouver)
🏢 Wellington-Altus
📍 Vancouver