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 - Solid analytical and detail-oriented mindset
Apply your passion and knowledge in wealth planning to support the growth of Wellington-Altus's client relationships.#J-18808-Ljbffr