UHNW Wealth Planning Advisor & Strategy Lead

Bank N.A.; Vancouver; Sur place; CAD 110 000 - 150 000; Plein temps

Résumé du poste

Bank N.A. Vancouver seeks a seasoned Wealth Planning Consultant to partner with Investment Advisors in delivering bespoke wealth planning for HNW/UHNW clients. You will guide discovery, build detailed financial plans and present tailored recommendations to clients.

Focus is to expand service scope, grow client assets, and coach advisors on advanced planning topics including tax, estate and succession planning. You will work with branch leadership to uphold high client experience standards.

Qualifications

• Experience in wealth planning for HNW/UHNW clients.
• Strong collaboration with Investment Advisors.
• Knowledge of taxation, estate & succession planning.

Responsabilités

• Leads goals-based discovery with clients and ensures data capture standards are met for plan creation.
• Develops detailed financial plans to help clients meet objectives and conducts client presentations.
• Implements strategies to expand services, contributing to growth of assets and revenues.
• Collaborates with Investment Advisors to deliver wealth planning experiences and advise on tax, estate and succession planning.
• Coaches Investment Advisors, builds networks to grow business within the region.
• Maintains client relationship standards and acts as trusted advisor to assigned business groups.
• Ensures compliance with banking, investment regulations and risk guidelines.

Description du poste

Bank N.A. Vancouver seeks a seasoned Wealth Planning Consultant to partner with Investment Advisors in delivering bespoke wealth planning for HNW/UHNW clients. You will guide discovery, build detailed financial plans and present tailored recommendations to clients.

Focus is to expand service scope, grow client assets, and coach advisors on advanced planning topics including tax, estate and succession planning. You will work with branch leadership to uphold high client experience standards.