Wellington-Altus
Advanced Wealth Planning Associate VP Role
Job Description
Join Wellington-Altus as an Associate Vice-President of Advanced Wealth Planning in Canada. Play a pivotal role in directing a team of planners and enhancing personalized client strategies.
This role directly reports to the Vice-President of Advanced Wealth Planning Strategy & Services. Ideal candidates possess extensive experience in managing wealth and understand client aspirations. Your task will involve coordinating closely with wealth planners and advisors to ensure a holistic client approach while reviewing deliverables and strategies.
Key Responsibilities:
• Identify and articulate client financial goals
• Drive the wealth-planning process and client experience
• Collaborate with other professionals for comprehensive planning
• Manage performance and development of wealth planning team
• Support strategic initiatives with fellow Associate VPs
Requirements:
• At least 7 years’ experience in wealth planning
• Degree in business, accounting, or finance...
This role directly reports to the Vice-President of Advanced Wealth Planning Strategy & Services. Ideal candidates possess extensive experience in managing wealth and understand client aspirations. Your task will involve coordinating closely with wealth planners and advisors to ensure a holistic client approach while reviewing deliverables and strategies.
Key Responsibilities:
• Identify and articulate client financial goals
• Drive the wealth-planning process and client experience
• Collaborate with other professionals for comprehensive planning
• Manage performance and development of wealth planning team
• Support strategic initiatives with fellow Associate VPs
Requirements:
• At least 7 years’ experience in wealth planning
• Degree in business, accounting, or finance...