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Lead Wealth Strategy Consultant

3 months ago

Calgary, Alberta, Canada Wellington-Altus Private Wealth Inc. Full time

Location:
This role will be situated in our Calgary or Edmonton office.
Wellington-Altus Private Wealth Inc. is a leading investment firm in Canada, recognized for its excellence and as one of Canada's Best Managed Companies.

With over $30 billion in assets under management and a national presence, Wellington-Altus aligns with accomplished, entrepreneurial advisors and portfolio managers serving high-net-worth clients.

Reporting to the Senior Vice-President of Advanced Wealth Planning, the Lead Wealth Strategy Consultant is tasked with the creation, implementation, and ongoing management of comprehensive wealth strategies for clients.

Utilizing their extensive industry knowledge and professional expertise, the Lead Wealth Strategy Consultant will deliver wealth planning support and enhanced services to advisory teams and their clientele, which includes business owners and high-net-worth individuals.

This role involves assisting clients in defining and recognizing their short-term and long-term financial objectives.

The consultant will maintain a thorough and up-to-date understanding of all facets of the wealth planning process, encompassing financial, educational, insurance, risk management, retirement, tax, business, and estate planning.

The Lead Wealth Strategy Consultant will drive the wealth planning process and consistently seek opportunities to refine and elevate the client experience.

Responsibilities include:

  • Inputting client data into planning software and producing financial and other wealth plan components.
  • Overseeing various wealth planning deliverables throughout the process.
  • Identifying external assets and potential referral opportunities.
  • Collaborating with Advanced Wealth Planning colleagues on training and educational initiatives for investment advisory teams.
  • Assisting in the development and presentation of seminars on diverse wealth planning topics for advisors and their clients.
  • Contributing to thought leadership in the field of wealth planning.

Qualifications include:

  • A degree or diploma in business administration, finance, accounting, or a related field.
  • A minimum of 4 years of experience in a wealth planning capacity.
  • Background in income tax and insurance is advantageous.
  • Experience with high-net-worth clients, business owners, and foreign assets is beneficial.
  • Professional designations such as CFP, TEP, or CLU are preferred.
  • Familiarity with Conquest or NaviPlan is a plus.
  • Proficiency in the MS Office suite, including Word, Excel, PowerPoint, Teams, and Outlook.

The ideal candidate will stay informed about Canada's economic landscape, current events, and legislative changes affecting income tax and wealth transfer planning.

Wellington-Altus Private Wealth is dedicated to fostering equity and diversity within its workforce and encourages applications from women, racialized individuals, Indigenous peoples, persons with disabilities, and individuals of all sexual orientations and genders.

For more information about career opportunities at Wellington-Altus, please visit our website.