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.
📌 Wealth Planning Expert at Wellington-Altus (Vancouver)
🏢 Wellington-Altus
📍 Vancouver
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