Wealth Planning Specialist

Position: Wealth Planning Specialist at Wellington-Altus
Location: Moose Jaw

Elevate your career at Wellington-Altus as a Wealth Planning Specialist. You will engage with high-net-worth clients to craft personalized financial plans that drive wealth growth.

This Senior Wealth Planner position, reporting to the Associate Vice-President of Advanced Wealth Planning, focuses on providing customized wealth solutions and collaborating with diverse advisory teams.

Your role will include in-depth financial analysis, client goal discovery, and enhancing the wealth planning process. You'll be instrumental in fostering valuable relationships and delivering comprehensive wealth management services.

Key Responsibilities:

• Lead client goal discovery sessions

• Enter and manage client data in planning software

• Develop wealth plans targeting high-net-worth clients

• Work collaboratively with other financial advisors

• Continuously improve the wealth planning client experience

Requirements:

• A minimum of five years’ wealth planning experience

• Degree in finance, business, or a related field

• CFP or comparable financial planning qualification

• Strong detail orientation and presentation skills

• Ability to engage effectively with clients

Support high-net-worth individuals in achieving their financial goals at Wellington-Altus.
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