Associate Vice-President, Advanced Wealth Planning

Associate Vice-President, Advanced Wealth Planning

Location: This posting is for an existing vacancy in Wellington-Altus’ offices across Canada.

Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus Private Wealth Inc.

-the top-rated
* investment dealer in Canada and one of Canada’s Best Managed Companies. With over $45 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.

* Investment Executive 2025 Brokerage Report Card.

Reporting to the Vice-President, Advanced Wealth Planning Strategy & Services, the Associate Vice-President, Advanced Wealth Planning is responsible for the development, execution and maintenance of comprehensive wealth plans for Wellington-Altus (WA) clients, for managing a team of Senior Wealth Planners and Wealth Planners, and for supporting the VP in the execution of team strategy alongside the other Associate Vice-Presidents.

The primary focus of the role is delivering high-quality, comprehensive wealth plans to WA advisory teams and their business owner, incorporated professional and other high-net-worth clients. The Associate Vice-President may also contribute to thought leadership, advisor tools, or best practice development on a secondary basis in support of broader team and firm initiatives.

• Meeting with existing & potential clients. Help clients to articulate and identify their short and long-term goals.
• Proactively maintain current and in-depth knowledge of all areas of the wealth planning process, including financial, education, insurance and risk management, retirement, tax, business and estate planning.
• Driving the Wellington-Altus wealth planning process and continuously look for ways to improve and enhance the Wellington-Altus client experience.
• Conducting discovery process through document gathering, communications with client and Investment Advisor teams, and client meeting.
• Identifying and entering client information into planning software and generate financial and other wealth plan aspects.
• Managing the various wealth planning deliverables through the process.
• Reviewing wealth plan deliverables and goals-based reporting with Investment Advisor and their clients.
• Identifying outside assets and referral/Centers of Influence opportunities.
• Collaborating and working closely with client’s other professional advisors in the spirit of delivering a holistic experience.
• Directly manage a team of Senior Wealth Planners and Wealth Planners, including performance management, coaching, workload oversight, and supporting their professional development and technical acumen as planners.
• Developing and maintaining relationships with Centers of Influence.
• Supporting the Vice-President in the execution of team strategy, working collaboratively with the other Associate Vice-Presidents to advance planning capacity, consistency, and quality across the team.
• Recognizing and fostering intergenerational wealth management amongst Wellington-Altus advisors and their client families.
• On a secondary basis, contribute to advisor-facing thought leadership, planning tools, training materials, or educational seminars as directed by the Vice-President and in support of broader team priorities.
• Performing other duties as assigned.

• Degree or Diploma in business administration, accounting, finance, or similar field of study.
• Professional accounting or legal designation is an asset.
• Minimum of 7 years’ experience in wealth planning role.
• Strong income tax and insurance background would be an asset.
• CFP or equivalent.
• TEP, FEA, and/or CLU designations would be an asset.
• Proficiency with the MSOffice suite, including Word, Excel, PowerPoint, Teams, and Outlook.
• Experience using Conquest is an asset.
• Comfort working with AI-assisted tools and a willingness to adapt workflows as new…