Take on a vital role at Wellington-Altus as a Senior Wealth Planner focused on devising impactful wealth solutions for affluent clients. Drive planning processes that prioritize client objectives.

In this role, you report directly to the Associate Vice-President of Advanced Wealth Planning, offering comprehensive planning services to high-net-worth individuals and corporate professionals. Your expertise will contribute to extensive wealth plans while equipping advisory teams with essential insights.

Key Responsibilities:
• Conduct discovery process with potential clients
• Utilize planning software to build client wealth profiles
• Develop and manage detailed wealth planning deliverables




• Stay current with financial planning trends and regulations
• Foster relationships for effective wealth management strategies

Requirements:
• Degree in finance, business administration, or related field
• At least 5 years in wealth planning positions
• Familiarity with high-net-worth client strategies
• CFP certification required
• Robust analytical and detail-oriented mindset

Apply your passion and knowledge in wealth planning to support the growth of Wellington-Altus's client relationships.
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📌 Wealth Planning Expert at Wellington-Altus (British Columbia)
🏢 Wellington-Altus
📍 British Columbia