Job Description & How to Apply Below
Location: Warman
Join Wellington-Altus Financial as an Expert Wealth Planner, delivering tailored financial strategies to high-net-worth individuals. Your analytical skills will drive comprehensive wealth solutions.
In this role, you will work closely with clients and WA advisory teams, reporting to the Associate Vice-President of Advanced Wealth Planning. You'll utilize your financial expertise to create and execute wealth plans that meet the unique needs of clients including business owners and incorporated professionals. Effective collaboration and proactive engagement will enhance client satisfaction and wealth management processes.
Key Responsibilities:
• Conduct goals-based discovery with clients
• Generate financial plans with planning software
• Create detailed wealth strategies for clients
• Maintain partnerships with clients’ professional advisors
• Pursue enhancements to the wealth planning experience
Requirements:
• Five years of wealth planning experience
• Degree in finance, accounting, or similar
• CFP or equivalent designation preferred
• Proficiency in using Conquest software
• Excellent communication and organizational skills
Leverage your financial acumen to excel as a Wealth Planner at Wellington-Altus.
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