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 Winnipeg (Canada)
🏢 Wellington-Altus
📍 Canada