Planificateur principal, Gestion de patrimoine, Planification de patrimoine avancée / Senior We[...]

Wellington-Altus; Canada; On-site; CAD 120,000 - 156,000; Full time

Benefits offered by this job

Health insurance

Accident and life insurance

Discretionary bonuses

Job summary

Wellington-Altus is seeking a Senior Wealth Planner in British Columbia to provide comprehensive wealth solutions and planning support to clients. This role involves developing tailored wealth plans for high-net-worth clients and collaborating with professional advisors to enhance client experiences.

The ideal candidate will possess at least 5 years of wealth planning experience, a relevant degree, and strong communication and analytical skills. The compensation ranges from $120,000 to $156,000 annually and includes health insurance and other benefits.

Qualifications

• Minimum of 5 years’ experience in a wealth planning role.
• CFP or equivalent financial planning designation.
• Professional designations such as TEP or CLU are an asset.

Responsibilities

• Facilitating goals-based discovery processes with clients.
• Creating comprehensive wealth plans for high net worth clients.
• Working closely with clients’ other professional advisors.

Skills

Organizational skills

Analytical skills

Time management

Communication skills

Education

Degree or diploma in business administration, accounting, finance, or similar

Tools

MS Office suite

Conquest

Job description

Location

This posting is for an existing vacancy across Wellington‑Altus’ corporate offices.

Our Organization

Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus Private Wealth Inc., 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 identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients.

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 (WA) clients, and wealth planning support and value-added services to WA Advisory teams.

Leveraging industry and/or professional knowledge and experience, the Senior Wealth Planner will develop, execute, and maintain comprehensive wealth plans for business owner, incorporated professional, and other high-net-worth clients, and act as a resource for WA Advisory teams.

Key Responsibilities

• Facilitating/participating in goals-based discovery processes directly with existing and potential clients, helping them to articulate and identify their short- and long-term goals.
• Identifying and entering client information into planning software and generating financial and other wealth plan aspects.
• Leveraging financial analysis to create and develop detailed wealth plans for high net worth and ultra-high net worth clients.
• Managing the various wealth planning deliverables.
• Collaborating and working closely with clients’ other professional advisors to deliver a holistic experience.
• Proactively maintaining current and in-depth knowledge of all areas of the wealth planning process, including financial, education, insurance and risk management, retirement, tax, business, and estate planning.
• Driving the WAPW wealth planning process and continually looking for ways to improve and enhance the WAPW client experience.
• Assisting in developing thought leadership on wealth planning topics.
• Recognizing and fostering intergenerational wealth management among WA advisors and their clients.
• Performing other duties as assigned.

The Ideal Candidate

• A degree or diploma in business administration, accounting, finance, or a similar field of study.
• A 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 are an asset.
• Experience using Conquest is an asset.
• Proficiency with the MSOffice suite, including Word, Excel, PowerPoint, Teams, and Outlook.
• Strong organizational, analytical, and time management skills.
• Close attention to detail.
• Ability to work independently and as part of a national team with varied backgrounds and industry experience.
• Ability to exhibit a high level of professionalism that allows clients to feel comfortable discussing personal, confidential information.
• Strong presentational skills.
• Ability to keep up to date with Canada’s overall economic and financial environment, current events, trends, and changes to legislation as it relates to income tax and wealth transfer planning.
• Entrepreneurial spirit to participate in Wellington-Altus’s continued growth, and a desire to continuously exceed client expectations.
• Strong written and verbal communication skills.

Compensation & Benefits

Range $120,000.00 - $156,000.00 annually. This range represents Wellington-Altus's expected range of compensation for this position. Actual compensation will vary and will be based on various factors, such as location, skills, experience, and qualification for the role. Compensation for part-time roles will be pro-rated. Wellington-Altus's total compensation package for employees may also include discretionary bonuses as well as other perks and rewards. Wellington-Altus also offers health insurance, accident and life insurance, and other unique benefits per location.

Conditions of Employment

• Must be legally eligible to work in Canada.
• Must be able to travel 0-5% of the time.
• A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.

EEO Statement

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.

If you require accommodation for the recruitment process, please let us know at the point of application.