Job Description
Senior Wealth Planner, Advanced Wealth Planning
Location: This posting is for an existing vacancy across Wellington‑Altus’ corporate offices.
Our organization
Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus Private Wealth Inc. The company is a top‑rated investment dealer in Canada and one of Canada’s Best Managed Companies, with over $45 billion in assets under administration and offices across the country. Wellington‑Altus identifies with successful, entrepreneurial advisors and portfolio managers and their high‑net‑worth clients.
The opportunity
Reporting to the Associate Vice‑President, Advanced Wealth Planning, the Senior Wealth Planner is responsible for providing comprehensive wealth solutions for WA clients and value‑added serv...