Wealth Planning Specialist at Wellington-Altus

Elevate your career at Wellington-Altus as a Wealth Planning Specialist. You will engage with high-net-worth clients to craft personalized financial plans that drive wealth growth.
This Senior Wealth Planner position, reporting to the Associate Vice-President of Advanced Wealth Planning, focuses on providing customized wealth solutions and collaborating with diverse advisory teams. Your role will include in-depth financial analysis, client goal discovery, and enhancing the wealth planning process. You'll be instrumental in fostering valuable relationships and delivering comprehensive wealth management services.
Key Responsibilities:
• Lead client goal discovery sessions
• Enter and manage client data in planning software
• Develop wealth plans targeting high-net-worth clients
• Work collaboratively with other financial advisors
• Continuously improve the wealth planning client experience
Requirements:
• A minimum of five years’ wealth planning experience
•...