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