Senior Wealth Planner, Advanced Wealth Planning

Wellington-Altus; Winnipeg; Remote; CAD 80,000 - 120,000; Full time

Job summary

A leading financial services firm in Canada is seeking a Senior Wealth Planner to provide comprehensive wealth solutions for high-net-worth clients. This role involves collaborating with various advisors, facilitating client discovery processes, and developing detailed wealth plans. Ideal candidates should have at least 5 years of relevant experience and a financial planning designation. The position offers strong organizational and analytical skill requirements, with a focus on client relationship management.

Qualifications

• Minimum of 5 years’ experience in a wealth planning role.
• Experience working with high-net-worth clients, business owners, and foreign assets is an asset.
• Professional designations such as TEP or CLU are assets.

Responsibilities

• Facilitate goals-based discovery processes with clients.
• Create detailed wealth plans for high-net-worth clients.
• Collaborate with other professional advisors for a holistic experience.

Skills

Organizational skills

Analytical skills

Communication skills

Client relationship management

Education

Degree or diploma in business administration, accounting, finance, or related field

CFP or equivalent financial planning designation

Tools

Conquest

NaviPlan

MS Office (Word, Excel, PowerPoint, Teams, Outlook)

Job description

Senior Wealth Planner, Advanced Wealth Planning

Location : This position can be based out of any of our office locations across Canada.

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 more than $30 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 their industry and/or professional knowledge and experience, the Senior Wealth Planner will develop, execute, and maintain comprehensive wealth plans for business owners, incorporated professionals, and other high-net-worth clients, acting as a resource for WA Advisory teams.

Key responsibilities include :

1. Facilitating and participating in goals-based discovery processes directly with existing and potential clients, helping them articulate and identify their short- and long-term goals.
2. Identifying and entering client information into planning software and generating financial and other wealth plan aspects.
3. Leveraging financial analysis to create and develop detailed wealth plans for high-net-worth and ultra-high-net-worth clients.
4. Managing the various wealth planning deliverables.
5. Collaborating closely with clients’ other professional advisors to deliver a holistic experience.
6. 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.
7. Driving the WAPW wealth planning process and continuously seeking ways to improve and enhance the client experience.
8. Assisting in developing thought leadership on wealth planning topics.
9. Recognizing and fostering intergenerational wealth management among WA advisors and their clients.
10. Collaborating with peers to deliver training and educational initiatives for WA Investment Advisory teams.
11. Performing other duties as assigned.

The ideal candidate will possess :

1. A degree or diploma in business administration, accounting, finance, or a related field.
2. A minimum of 5 years’ experience in a wealth planning role.
3. Income Tax and Insurance background is an asset.
4. Experience working with high-net-worth clients, business owners, and foreign assets is an asset.
5. CFP or equivalent financial planning designation.
6. Professional designations such as TEP or CLU are assets.
7. Experience using Conquest or NaviPlan is an asset.
8. Proficiency with MS Office suite, including Word, Excel, PowerPoint, Teams, and Outlook.
9. Strong organizational, analytical skills, and attention to detail.
10. The ability to work independently and as part of a diverse, national team.
11. High professionalism to make clients comfortable discussing personal and confidential information.
12. Strong presentation skills.
13. Ability to stay updated on Canada’s economic and financial environment, current events, trends, and legislative changes related to income tax and wealth transfer planning.
14. An entrepreneurial spirit and a desire to contribute to Wellington-Altus’s growth and exceed client expectations.
15. Strong written and verbal communication skills.

Conditions of employment :

1. Must be legally eligible to work in Canada.
2. Must be able to travel 0-5% of the time.
3. A satisfactory background check may be required prior to employment.

Wellington-Altus Private Wealth is committed to equity and diversity and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and individuals of all sexual orientations and genders. We encourage qualified individuals who can contribute to our organizational diversification to apply.

If you require accommodations during the recruitment process, please inform us at the time of application.

To apply :