Senior Wealth Planning Professional

4 weeks ago

Toronto, Ontario, Canada Wellington-Altus Full time

Wealth Planning Opportunity

Wellington-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 Responsibilities

  • Meet with existing and potential clients to understand their financial goals and objectives.
  • Proactively maintain current and in-depth knowledge of all areas of the wealth planning process.
  • Drive the wealth planning process and continuously look for ways to improve and enhance the client experience.
  • Conduct the discovery process through document gathering, communications with client and Investment Advisor teams, and client meetings.
  • Identify and enter client information into planning software and generate financial and other wealth plan aspects.
  • Manage the various wealth planning deliverables through the process.
  • Review wealth plan deliverables and goals-based reporting with Investment Advisor and their clients.
  • Identify outside assets and referral/Centers of Influence opportunities.
  • Collaborate and work closely with client's other professional advisors in the spirit of delivering a holistic experience.
  • Develop and maintain relationships with Centers of Influence.
  • Recognize and foster intergenerational wealth management amongst WA advisors and their client families.
  • Work in collaboration with Advanced Wealth Planning peers in training and education initiatives with WA Investment Advisory teams.
  • Assist in developing and presenting seminars for WA advisors and their client families on a variety of wealth planning topics.
  • Assist in developing thought leadership on wealth planning.

Requirements

  • A degree or diploma in business administration, accounting, finance, or similar field of study.
  • A minimum of 5 years' experience in a wealth planning role.
  • Income Tax and Insurance background an asset.
  • Experience working with high-net-worth clients, business owners and foreign assets is an asset.
  • Professional designation such as CFP, 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.
  • Strong presentational skills.
  • An ability to keep up to date with Canada's overall economic and financial environment, current events and trends and changes to legislation as it relates to income tax and wealth transfer planning.
  • An entrepreneurial spirit to participate in Wellington-Altus's continued growth, and a desire to continuously exceed our client expectations.

Conditions of Employment

  • Must be legally eligible to work in Canada.
  • Must be able to travel 0-5% of the time.
  • A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.

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