Senior Wealth Planner, Advanced Wealth Planning

3 weeks ago

AB Canada Wellington-Altus Full time

Senior Wealth Planner, Advanced Wealth Planning This in-office position can be based out of any of our corporate office locations across Canada. Our organization : Founded in 2017, Wellington-Altus Financial (Wellington-Altus) is the parent company to several top-rated investment dealers and insurance companies in Canada. The opportunity: Reporting to the Associate Vice-President, Advanced Wealth Planning, the Senior Wealth Planner is responsible for providing comprehensive wealth solutions for Wellington-Altus clients and wealth planning support to WA Advisory teams. Key responsibilities include : Facilitating goals-based discovery process with existing and potential clients to articulate their short and long-term goals. Developing and maintaining comprehensive wealth plans for high-net-worth clients using financial analysis and planning software. Collaborating with clients and their professional advisors to deliver a holistic experience. Staying up-to-date with areas of the wealth planning process, including financial, education, insurance, and estate planning. Driving the wealth planning process and improving the client experience. Assisting in developing thought leadership on wealth planning topics. Collaborating with peers to deliver training and education initiatives. The ideal candidate will possess : A degree in business administration, accounting, finance, or a similar field of study. Minimum 5 years of experience in a wealth planning role. Income Tax and Insurance background is an asset. CFP or equivalent financial planning designation. Professional designation such as TEP or CLU is an asset. Experience using Conquest or NaviPlan is an asset. Strong organizational, analytical, and communication skills. Conditions of employment : Must be legally eligible to work in Canada. Must be able to travel 0-5% of the time. A background check may be required before commencing employment. Wellington-Altus Private Wealth is committed to equity and diversity and welcomes applications from qualified individuals. If you require accommodation for the recruitment process, please let us know. #J-18808-Ljbffr

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