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