Current jobs related to Wealth Planner, Advanced Wealth Planning - Old Toronto - Wellington-Altus Private Wealth Inc.
-
Wealth Planning Associate
1 month ago
Toronto, Ontario, Canada Nicola Wealth Full timeAbout Nicola WealthWe are a national leader in wealth management, recognized for our sophisticated financial planning, proprietary limited partnerships, and investment products. Our award-winning culture and commitment to client satisfaction make us a top employer in Canada.Job SummaryWe are seeking a Wealth Planning Associate to join our Advisory Services...
-
Wealth Planning Associate
1 month ago
Toronto, Ontario, Canada Nicola Wealth Full timeAbout Nicola WealthWe are a national leader in wealth management, recognized for our sophisticated financial planning, proprietary limited partnerships, and investment products. Our award-winning culture and commitment to client satisfaction make us a top employer in Canada.Job SummaryWe are seeking a Wealth Planning Associate to join our Advisory Services...
-
Wealth Planning Associate
6 days ago
Toronto, Ontario, Canada Nicola Wealth Full timeRole OverviewNicola Wealth is seeking a skilled Wealth Planning Associate to join our Advisory Services Division. As a key member of our team, you will provide exceptional financial planning and strategic wealth management services to our high-net worth clients.Key ResponsibilitiesSupport Wealth Advisors in delivering first-class financial planning and...
-
Wealth Planning Associate
3 weeks ago
Toronto, Ontario, Canada Nicola Wealth Full timeAbout the RoleWe are seeking a highly skilled and motivated Wealth Planning Associate to join our Advisory Services Division. As a key member of our team, you will play a critical role in providing exceptional service to our high-net worth clients.Key ResponsibilitiesSupport Wealth Advisors in providing first-class financial planning and strategic wealth...
-
Wealth Planning Associate
3 weeks ago
Toronto, Ontario, Canada Nicola Wealth Full timeAbout the RoleWe are seeking a highly skilled and motivated Wealth Planning Associate to join our Advisory Services Division. As a key member of our team, you will play a critical role in providing exceptional service to our high-net worth clients.Key ResponsibilitiesSupport Wealth Advisors in providing first-class financial planning and strategic wealth...
-
Senior Wealth Planner
2 weeks ago
Toronto, Ontario, Canada Wellington-Altus Full timeJob Title: Senior Wealth PlannerJob Summary:We are seeking a highly skilled and experienced Senior Wealth Planner to join our team at Wellington-Altus Private Wealth. As a Senior Wealth Planner, you will be responsible for developing and executing comprehensive wealth plans for our clients, providing expert advice on financial, estate, and tax planning...
-
Senior Wealth Planner
2 weeks ago
Toronto, Ontario, Canada Wellington-Altus Full timeJob Title: Senior Wealth PlannerJob Summary:We are seeking a highly skilled and experienced Senior Wealth Planner to join our team at Wellington-Altus Private Wealth. As a Senior Wealth Planner, you will be responsible for developing and executing comprehensive wealth plans for our clients, providing expert advice on financial, estate, and tax planning...
-
Senior Wealth Planner
3 months ago
Toronto, Canada Wellington-Altus Full timeSenior Wealth Planner Location: This position will be based out of our Toronto office. Our organization : 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...
-
Wealth Planning Consultant
4 days ago
Toronto, Canada BMO Financial Group Full time100 King Street West Toronto Ontario,M5X 1A1 Provides wealth planning, advanced financial planning, guidance and counsel focussed on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focussed wealth planning experience culminating in a documented...
-
Chief Wealth Strategist
2 weeks ago
Toronto, Ontario, Canada Aviso Wealth Full timeAbout Aviso WealthWe are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community.Our ValuesLeadership: We strive to be a leader in the wealth management industry, setting the standard for excellence and...
-
Chief Wealth Strategist
2 weeks ago
Toronto, Ontario, Canada Aviso Wealth Full timeAbout Aviso WealthWe are dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we are committed to leadership, innovation, partnership, responsibility, and community.Our ValuesLeadership: We strive to be a leader in the wealth management industry, setting the standard for excellence and...
-
Chief Wealth Strategist
19 hours ago
Toronto, Ontario, Canada Aviso Wealth Full timeWe foster a culture of leadership, innovation, partnership, and community at Aviso Wealth. Our organization is dedicated to improving the financial well-being of Canadians. As a leading wealth management organization, we strive for excellence in our work and remain committed to our core values. Our talented team shares our passion for delivering exceptional...
-
Enterprise Key Account Executive
2 weeks ago
Old Toronto, Ontario, Canada Nest Wealth Full timeAbout the RoleNest Wealth is seeking an experienced Enterprise Key Account Executive to join our team. As a key member of our sales team, you will be responsible for developing and maintaining relationships with our enterprise clients, identifying new business opportunities, and driving revenue growth.Key ResponsibilitiesDevelop and execute account plans to...
-
Senior Wealth Planning Professional
1 week ago
Toronto, Ontario, Canada Wellington-Altus Full timeWealth Planning OpportunityWellington-Altus Private Wealth is seeking a skilled Senior Wealth Planner to join our team. As a Senior Wealth Planner, you will be responsible for developing, executing, and maintaining comprehensive wealth plans for our clients.Key ResponsibilitiesMeet with existing and potential clients to understand their financial goals and...
-
Senior Wealth Strategist
4 weeks ago
Toronto, Ontario, Canada Wellington-Altus Full timeSenior Wealth Planner Job DescriptionAbout the Role:We are seeking a highly skilled Senior Wealth Planner to join our team at Wellington-Altus Private Wealth. As a Senior Wealth Planner, you will be responsible for developing and executing comprehensive wealth plans for our clients.Key Responsibilities:Meet with clients to understand their financial goals...
-
Senior Wealth Strategist
4 weeks ago
Toronto, Ontario, Canada Wellington-Altus Full timeSenior Wealth Planner Job DescriptionAbout the Role:We are seeking a highly skilled Senior Wealth Planner to join our team at Wellington-Altus Private Wealth. As a Senior Wealth Planner, you will be responsible for developing and executing comprehensive wealth plans for our clients.Key Responsibilities:Meet with clients to understand their financial goals...
-
Chief Wealth Strategist
3 weeks ago
Toronto, Ontario, Canada Aviso Wealth Full timeAbout Aviso WealthWe are a leading wealth management organization dedicated to improving the financial well-being of Canadians. Our commitment to leadership, innovation, partnership, responsibility, and community drives our work every day.Our ValuesLeadership: We empower our team members to take ownership and lead by example.Innovation: We stay ahead of the...
-
Chief Wealth Strategist
3 weeks ago
Toronto, Ontario, Canada Aviso Wealth Full timeAbout Aviso WealthWe are a leading wealth management organization dedicated to improving the financial well-being of Canadians. Our commitment to leadership, innovation, partnership, responsibility, and community drives our work every day.Our ValuesLeadership: We empower our team members to take ownership and lead by example.Innovation: We stay ahead of the...
-
Senior Wealth Management Professional
2 weeks ago
Old Toronto, Ontario, Canada Aviso Wealth Inc Full timeAbout Aviso Wealth IncAviso Wealth Inc is a leading wealth management organization dedicated to improving the financial well-being of Canadians.Our ValuesLeadershipInnovationPartnershipResponsibilityCommunityJob DescriptionWe are seeking a talented and energetic professional who embodies our values to join our team as a Director, Correspondent Sales and...
-
Associate (Wealth Management)
2 months ago
Toronto, Canada CI Private Wealth Full time**Job Title**:Associate (Wealth Management) **Company**:_**An independently owned advisory team of CI Private Wealth**_ **Branch location**:15 York Street, Toronto ON **Standard Hour of **40 hours work per week (hybrid role) **JOB POSTING** Our team is growing! CI Private Wealth (CIPW), a division of CI Private Counsel LP, specializes in managing the...
Wealth Planner, Advanced Wealth Planning
3 months ago
Job Category: Advance Wealth Planning
Requisition Number: WEALT001375
- Posted: July 31, 2024
- Full-Time
Calgary - Centennial 2200
250 5th St. SW
Suite 2200
Calgary, AB T2P0R4, CAN
Location: This position can be based out of any of our office locations in Canada.
Our organization:
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 more than $30 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 2024 Brokerage Report Card.
The opportunity:
Reporting to the Vice-President, Advanced Wealth Planning Strategy and Services, the Wealth Planner, Advanced Wealth Planning will support senior Advanced Wealth Planning group peers in the development, execution and maintenance of comprehensive wealth plans and goals-based reporting for Wellington-Altus clients. The incumbent will also provide value-added services to Wellington-Altus Advisory teams and their clients.
Key responsibilities include:
- Attending client meetings with senior team members, where appropriate.
- Proactively developing knowledge and expertise in all areas of the wealth planning process, including financial, investment, education, insurance and risk management, retirement, tax and wealth transfer planning.
- Supporting senior team members with the Wellington-Altus wealth planning process.
- Where requested to support senior team members, will:
- Prepare an introduction package with an engagement letter, document request and Wealth Questionnaire.
- Identify and enter client information into planning software and generate financial and other wealth plan aspects.
- Review wealth plan deliverables and goals-based reporting with senior team members.
- Working in collaboration with senior team members in training and education initiatives with Wellington-Altus Advisory teams.
- Developing and co-presenting seminars to Wellington-Altus Advisory teams and their clients on a variety of wealth planning topics.
- Developing and maintaining relationships with Centers of Influence.
- Performing other duties as assigned.
The ideal candidate will possess:
- A degree or diploma in business administration, accounting, finance, or similar field of study.
- A minimum of 1 year experience in a wealth planning role, or equivalent combination of education and experience.
- Experience in the wealth management or other regulated industry is an asset.
- A professional designation such as CFP, PFP, TEP or CLU is an asset.
- Experience using Conquest or NaviPlan is an asset.
- Proficiency with the MSOffice suite, including Word, Excel, PowerPoint, Teams, and Outlook.
- Strong organizational, analytical skills and attention to detail.
- An ability to work independently and as part of a national team whose members have varied backgrounds and industry experience.
- An ability to exhibit a high level of professionalism that allows clients to feel comfortable discussing personal, confidential information.
- An entrepreneurial spirit to participate in Wellington-Altus’s continued growth, and a desire to continuously exceed client expectations.
Conditions of employment:
- Must be legally eligible to work in Canada.
- Must be able to travel within Canada 0-5% of the time.
- A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.
Wellington-Altus Private Wealth is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders. All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply.
If you require accommodation for the recruitment process, please let us know at the point of application.
To apply:
Click the Apply for This Job button to submit your resume, cover letter and salary expectations. You will be contacted if you are selected for an interview. More information about working at Wellington-Altus can be found on our website at www.wellington-altus.com.
#J-18808-Ljbffr