Senior Wealth Planning Expert

Step into a rewarding role as a Senior Wealth Planning Expert at Wellington‑Altus, focusing on high-net-worth client solutions. Your expertise will drive the creation and management of comprehensive wealth plans.

Reporting to the Associate Vice-President, you will play a crucial role in providing wealth planning solutions for a diverse clientele. Your work will involve client discovery, data entry into planning software, and developing detailed plans. Staying updated on financial trends will enhance your ability to serve clients effectively.

Key Responsibilities:

• Guide clients in articulating their financial goals

• Develop wealth plans through detailed analysis

• Manage deliverables in wealth planning processes

• Collaborate with clients’ advisors for holistic insights

• Improve client interaction within the planning process

Requirements:

• Degree in finance, accounting, or relevant field

• Over 5 years in wealth planning roles

• Background in tax and insurance an asset

• CFP accreditation or similar required

• Strong time management and communication skills

Leverage your wealth planning expertise to contribute to client success as a Senior Wealth Planner with Wellington-Altus.
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