Senior Planning Associate

Wellington-Altus Private Wealth Inc.; Calgary; On-site; CAD 120,000 - 190,000; Full time

Job summary

Wellington-Altus Private Wealth Inc. in Calgary seeks a Senior Planning Associate to lead wealth planning for high-net-worth clients, including estate, tax, and succession planning.

You will engage clients directly, delivering advanced planning recommendations and coordinating with Advisors to ensure a seamless planning process. The role requires a bachelor’s degree in business/finance, 7+ years of planning experience, and proficiency with MS Office and planning tools.

Qualifications

• Bachelor's degree in business, accounting, or finance or equivalent experience.
• Minimum 7 years of progressive financial planning experience in wealth management.
• Experience engaging directly with clients and presenting planning recommendations.
• Professional designations (TEP, CLU) are strong assets.
• Proficiency with MS Office; familiarity with AI in workflows.
• Experience with financial planning software such as Conquest; insurance quoting tools.

Responsibilities

• Lead the development and delivery of comprehensive financial plans for high-net-worth clients.
• Collaborate directly with clients, attending meetings and presenting planning recommendations.
• Analyze complex financial situations and apply advanced planning strategies (trusts, estates, tax, succession).
• Act as a planning resource across the team, answering questions and elevating capabilities.
• Translate planning concepts into clear, actionable client recommendations.
• Stay current on industry trends, regulations, and advanced wealth planning strategies.
• Manage client relationships and deliver a high-touch experience.
• Support Advisors with meeting prep, planning analyses, and documentation.

Skills

Wealth planning

Client engagement

Advanced financial analysis

Trust & estates

Regulatory awareness

Education

Bachelor's degree in business/finance

TEP/CLU designations

Tools

Conquest

MS Office

Insurance quoting software

Job description

Location: This posting is for an existing vacancy in Wellington-Altus’ Calgary office.

Our organization:

Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is one of Canada’s Top Growing Companies* and the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., Independent Advisor Solutions Inc., and Wellington-Altus Private Wealth Inc—the top-rated** investment dealer in Canada. With more than $50 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.

*Report on Business 2025 rankings.

**Investment Executive 2026 Brokerage Report Card.

The opportunity:

The Senior Planning Associate complements the West Oak Family Office ’s Advisors by leading the development and delivery of comprehensive wealth planning strategies for high-net-worth and ultra-high-net-worth clients. The role engages clients in meaningful discussions about their financial goals, provides advanced planning advice across areas such as estate, tax, trust, corporate, and succession planning, and helps guide informed financial decisions.

As a key planning resource, the Senior Planning Associate builds strong client relationships, delivers exceptional client experience, and provides technical guidance and support to Advisors and team members on overall business operations.

Key responsibilities include:

• Lead the development and delivery of comprehensive financial plans for high-net-worth and ultra-high-net-worth clients.
• Collaborate directly with clients as an integral part of the planning process, participating in client meetings and presenting planning recommendations.
• Analyze complex financial situations and incorporate advanced planning strategies related to trusts, estates, corporate structures, tax-efficient wealth transfer, and business succession considerations.
• Act as a planning resource across the team, facilitating discussions, answering technical questions, and helping elevate planning capabilities.
• Translate complex planning concepts into clear, actionable recommendations for clients and internal stakeholders.
• Stay current on industry trends, regulatory developments, and advanced wealth planning strategies to ensure best-in-class client advice.
• Relationship Management
  • Conduct client meetings to discuss financial plans, investment strategies, and life-stage considerations.
  • Serve as a trusted resource for clients, offering guidance on evolving financial needs.
  • Partner closely with the Lead Advisor to deepen and strengthen client relationships.
  • Deliver a high-touch client experience through proactive communication and coordinated advice.
• Support the Team on Client Administration and Operations
  • Support Advisors with client meeting preparation, planning analysis, product research, and strategic recommendations.
  • Prepare financial planning reports, insurance summaries, and client presentation materials.
  • Coordinate the implementation of planning recommendations in collaboration with advisors, clients, and external professionals.
  • Maintain accurate and compliant client records, documentation, and planning notes.
  • Provide guidance on complex client situations and support team planning initiatives.

The ideal candidate will possess:

• A bachelor's degree in business administration, accounting, finance or related field, or equivalent work experience.
• Minimum 7 years of progressive financial planning experience within the wealth management or financial services industry.
• Experience engaging directly with clients and presenting complex planning recommendations.
• Candidates with previous advisory experience who wish to focus primarily on planning are encouraged to apply.
• Professional designations such as Trust and Estate Practitioner (TEP), Chartered Life Underwriter (CLU), or other advanced wealth planning credentials are considered strong assets.
• Proficiency with the MS Office suite, including Word, Excel, PowerPoint, Teams, and Outlook.
• Familiar with AI and incorporating it into workflows.
• Experienced user of financial planning and modelling software (Conquest preferred)
• Familiar with insurance carrier quoting software and generating illustrations for new and in-force business
• Demonstrate accountability, reliability, adaptability, and initiative, with the ability to work independently and thrive in a dynamic environment.
• Strong knowledge of personal financial planning principles, including planning considerations for executives and owner-managed businesses.
• Exceptional client service orientation, professionalism, and commitment to ethical conduct, integrity, and confidentiality.
• Excellent interpersonal, communication, and influencing skills, with the ability to build relationships and collaborate effectively in person, by phone, and virtually.
• Strong critical thinking, analytical, and problem-solving abilities, coupled with sound judgment and decision‑making skills.
• Highly organized, detail‑oriented, and capable of managing multiple priorities while meeting deadlines.

Conditions of employment:

• Must be legally eligible to work in Canada.
• A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.

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.