Senior Wealth Planner, Advanced Wealth Planning

Wellington-Altus•Vancouver, BC

7d•CA$120,000 - CA$156,000•Onsite

About The Position

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 owner, incorporated professional and other high-net-worth clients, and act as a resource for WA Advisory teams.

Requirements

A degree or diploma in business administration, accounting, finance, or similar field of study.
A minimum of 5 years’ experience in a wealth planning role.
CFP or equivalent financial planning designation.
Proficiency with the MSOffice suite, including Word, Excel, PowerPoint, Teams, and Outlook.
Strong organizational, analytical skills and time management skills.
Close attention to detail.
An ability to work independently and as part of a national team whose members have varied backgrounds and industry experience.
An ability to exhibit a high level of professionalism that allows clients to feel comfortable discussing personal, confidential information.
Strong presentational skills.
An ability to keep up to date with Canada’s overall economic and financial environment, current events and trends and changes to legislation as it relates to income tax and wealth transfer planning.
An entrepreneurial spirit to participate in Wellington-Altus’s continued growth, and a desire to continuously exceed our 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.

Nice To Haves

Income Tax and Insurance background an asset.
Experience working with high-net-worth clients, business owners and foreign assets is an asset.
Professional designations such as TEP or CLU is an asset.
Experience using Conquest is an asset.

Responsibilities

Facilitating/participating in goals-based discovery process 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 generate 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 works closely with client’s other professional advisors in the spirit of delivering 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.
Driving the WAPW wealth planning process and continuously look for ways to improve and enhance the WAPW client experience.
Assisting in developing thought leadership on wealth planning topics.
Recognizing and fosters intergenerational wealth management amongst WA advisors and their client.
Performing other duties as assigned.