Elevate your career with Wellington-Altus as an Associate Vice-President for Advanced Wealth Planning. Drive comprehensive wealth strategies and lead a dedicated team across Canada.
Wellington-Altus is searching for an experienced Associate Vice-President to manage advanced wealth planning functions. This role involves the development and execution of wealth plans for high-net-worth clients, overseeing senior wealth planners, and collaborating with other leadership team members. You will provide high-quality planning services while adapting strategies to enhance client experiences in the financial sector.
Key Responsibilities:
• Meet clients to identify their financial goals
• Maintain in-depth knowledge of wealth planning processes
• Enhance Wellington-Altus client experience continuously
• Conduct discovery through documentation and communication
• Manage the wealth planning deliverables effectively
Requirements:
• Degree in business, accounting, or finance...