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 specialists. 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
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.