Step into a rewarding role as a Senior Wealth Planning Expert at Wellington‑Altus, focusing on high-net-worth client solutions. Your expertise will drive the creation and management of comprehensive wealth plans.

Reporting to the Associate Vice-President, you will play a crucial role in providing wealth planning solutions for a diverse clientele. Your work will involve client discovery, data entry into planning software, and developing detailed plans. Staying updated on financial trends will enhance your ability to serve clients effectively.

Key Responsibilities:
• Guide clients in articulating their financial goals
• Develop wealth plans through detailed analysis
• Manage deliverables in wealth planning processes
• Collaborate with clients’ advisors for holistic insights
• Improve client interaction within the planning process

Requirements:
• Degree in finance, accounting, or relevant field
• Over 5 years...