Location: This posting is for an existing vacancy in Wellington-Altus’ Calgary office. Our organization: Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is one of Canada’s Top Growing Companies* and the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., Independent Advisor Solutions Inc., and Wellington-Altus Private Wealth Inc—the top-rated** investment dealer in Canada. With more than $50 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers, and their high-net-worth clients. *Report on Business 2025 rankings. **Investment Executive 2026 Brokerage Report Card. The opportunity: The Senior Planning Associate complements the West Oak Family Office ’s Advisors by leading the development and delivery of comprehensive wealth planning strategies for high-net-worth and ultra-high-net-worth clients.



The role engages clients in meaningful discussions about their financial goals, provides advanced planning advice across areas such as estate, tax, trust, corporate, and succession planning, and helps guide informed financial decisions. As a key planning resource, the Senior Planning Associate builds strong client relationships, delivers exceptional client experience, and provides technical guidance and support to Advisors and team members on overall business operations. Key responsibilities include: Lead the development and delivery of comprehensive financial plans for high-net-worth and ultra-high-net-worth clients. Collaborate directly with clients as an integral part of the planning process, participating in client meetings and presenting planning recommendations. Analyze complex financial situations and incorporate advanced planning strategies related to trusts, estates, corporate structures, tax-productive wealth

📌 Senior Planning Associate (Calgary)
🏢 Wellington-Altus Private Wealth
📍 Calgary