Wealth Planner, Advanced Wealth Planning

**Wealth Planner, Advanced Wealth Planning**

**Location**:This position can be based out of any of our corporate offices across 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 Associate Vice-President, Advanced Wealth Planning, the Wealth Planner will support senior Advanced Wealth Planning group peers in providing comprehensive wealth solutions for Wellington-Altus (WA) clients, and wealth planning support and value-added services to WA Advisory teams.

**Key responsibilities include**:

- Responding to enquiries from WA Advisory teams on wealth planning matters and escalate as necessary.
- 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.
- As Wealth Planner becomes more experienced in the role, opportunity to take on and even lead additional aspects of the wealth planning process.
- Working in collaboration with senior team members in training and education initiatives with Wellington-Altus Advisory teams.
- Assisting in 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.
- 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 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.
- Self-starter and openness to learn.
- Strong analytical and interpersonal skills.

**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.

**To apply**: