Advanced Wealth Planning Associate VP

Join Wellington-Altus as the Associate Vice-President, Advanced Wealth Planning in Canada. Lead a successful team in creating comprehensive wealth plans while enhancing client experience.

In this leadership role, you will report directly to the Vice-President and manage a dedicated team of wealth planners. A focus on driving client processes and streamlining deliverables will be crucial to your success. Your expertise will cultivate strong stakeholder relationships and support the organizational mission tailored to the financial advisory landscape.

Key Responsibilities: • Facilitate meetings with clients to define wealth goals • Oversee comprehensive planning involving several dimensions • Ensure quality client interactions and successful outcomes • Develop strong relationships with financial advisors • Mentor and manage the team of planning professionals

Requirements: • Minimum 7 years of wealth-planning experience • Bachelor’s degree in a relevant discipline • Proficient in MS Office applications, particularly Excel • CFP or CLU qualifications are a plus • Committed to ongoing professional development

Elevate wealth management strategies and client relations at Wellington-Altus. #J-18808-Ljbffr