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About the Role

The Senior Wealth Planner will provide comprehensive wealth solutions for clients and support to advisory teams. This role involves developing and maintaining wealth plans for high-net-worth clients and acting as a resource for advisory teams.

Responsibilities

• Facilitate goals-based discovery process with clients to articulate short and long-term goals.
• Enter client information into planning software and generate wealth plan aspects.
• Develop detailed wealth plans for high net worth and ultra-high net worth clients using financial analysis.
• Manage various wealth planning deliverables.
• Collaborate with client's professional advisors for a holistic client experience.
• Maintain in-depth knowledge of financial, education, insurance, retirement, tax, business, and estate planning.
• Drive the wealth planning process and identify areas for improvement.
• Assist in developing thought leadership on wealth planning topics.
• Foster intergenerational wealth management among advisors and their clients.
• Perform other assigned duties.

Requirements

• A degree or diploma in business administration, accounting, finance, or similar field.
• Minimum of 5 years' experience in a wealth planning role.
• Income Tax and Insurance background is an asset.
• Experience working with high-net-worth clients, business owners, and foreign assets is an asset.
• CFP or equivalent financial planning designation.
• Professional designations such as TEP or CLU is an asset.
• Experience using Conquest is an asset.
• Proficiency with MSOffice suite (Word, Excel, PowerPoint, Teams, Outlook).
• Strong organizational, analytical, and time management skills.
• Close attention to detail.
• Ability to work independently and as part of a national team.
• Ability to exhibit a high level of professionalism when discussing confidential information.
• Strong presentational skills.
• Ability to stay updated on Canada's economic and financial environment, current events, trends, and legislation related to tax and wealth transfer planning.
• Entrepreneurial spirit to participate in company growth and exceed client expectations.
• Strong written and verbal communication skills.
• Must be legally eligible to work in Canada.
• Must be able to travel 0-5% of the time.
• A satisfactory background check may be required.

Skills

• Wealth Planning
• Financial Analysis
• Client Relationship Management
• Interpersonal Skills
• Communication Skills
• Organizational Skills
• Analytical Skills
• Time Management
• Attention to Detail
• Presentation Skills
• MS Office Suite Proficiency

Location

• Wellington-Altus corporate offices

Work Type

• Full-time

Experience Level

• Senior
• Minimum 5 years

Education Level

• Degree or diploma in business administration, accounting, finance, or similar field
• CFP or equivalent financial planning designation
• TEP or CLU designation is an asset

Salary/Compensations

• $120,000.00 - $156,000.00 annually

Benefits

• Health insurance
• Accident insurance
• Life insurance
• Other unique benefits per location
• Discretionary bonuses
• Perks and rewards

About the Company

• Founded in 2017, Wellington-Altus Financial Inc. is the parent company to several subsidiaries including Wellington-Altus Private Counsel Inc. and Wellington-Altus Private Wealth Inc.
• Wellington-Altus is the top-rated investment dealer in Canada and one of Canada’s Best Managed Companies.
• With over $45 billion in assets under administration and offices across the country, Wellington-Altus serves successful, entrepreneurial advisors, portfolio managers, and their high-net-worth clients.

Equal Opportunity

• Wellington-Altus Private Wealth is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders.
• All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply.
• Accommodation for the recruitment process is available upon request.