Senior Wealth Planner High-Net-Worth Clients
Job in
Southwestern Ontario, London, Ontario, Canada
Listed on 2026-03-10
Listing for:
Wellington-Altus
Full Time
position Listed on 2026-03-10
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management, Financial Consultant, Financial Services
Job Description & How to Apply Below
Location: Southwestern Ontario
A leading financial services firm in British Columbia seeks a Senior Wealth Planner responsible for providing comprehensive wealth solutions for clients. The ideal candidate will have a degree in business administration or finance, a minimum of 5 years' experience in wealth planning, and proficiency in financial planning software. The role includes developing tailored wealth plans, collaborating with client advisors, and driving the wealth planning process.
Competitive salary range of $120,000 - $156,000 annually, plus benefits.
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Position Requirements
10+ Years
work experience
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