Transform wealth management strategies at Wellington-Altus as a Senior Associate Vice-President in Advanced Wealth Planning, overseeing a team dedicated to client success.
This senior role involves leading the formulation and implementation of comprehensive wealth plans for sophisticated clients, including business owners and high-net-worth individuals. You’ll manage a team of planners while collaborating with various departments to elevate client services and strategic initiatives. Your insights will contribute to innovative thought leadership and best practices within the organization.
Key Responsibilities:
• Identify and articulate client financial goals
• Maintain robust knowledge of the wealth planning landscape
• Supervise the planning process and client communications
• Collaborate with external advisors for holistic services
• Manage team performance and mentoring initiatives
Requirements:
• Bachelor’s degree in finance, accounting, or related field