Associate Vice-President Wealth Planning Canada

Elevate your career with Wellington-Altus as an Associate Vice-President in Advanced Wealth Planning. Lead a team in creating comprehensive wealth plans and enhancing client experiences across Canada.
Wellington-Altus, a top-rated investment broker founded in 2017, seeks a strategic leader in Advanced Wealth Planning. This role includes managing Senior Wealth Planners, executing effective team strategies, and ensuring clients' financial goals are met. Strong communication and organizational skills will be essential as you foster relationships with clients and their advisors.
Key Responsibilities:
• Meet with clients to identify financial goals
• Maintain expertise in wealth-planning areas
• Drive continuous improvement of client experiences
• Conduct discovery through client interactions
• Review wealth-planning deliverables with clients
Requirements:
• Minimum 7 years’ wealth-planning experience
• Degree in business administration or finance
• Proficie...