Location
london
Job Type
Full-time
Posted
July 09, 2026
Job Description
Join Wellington-Altus as the Associate Vice-President, Advanced Wealth Planning in Canada. Lead a successful team in creating comprehensive wealth plans while enhancing client experience.
In this leadership role, you will report directly to the Vice-President and manage a dedicated team of wealth planners. A focus on driving client processes and streamlining deliverables will be crucial to your success. Your expertise will cultivate strong stakeholder relationships and support the organizational mission tailored to the financial advisory landscape.
Key Responsibilities:
• Facilitate meetings with clients to define wealth goals
• Oversee comprehensive planning involving several dimensions
• Ensure quality client interactions and successful outcomes
• Develop strong relationships with financial advisors
• Mentor and manage the team of planning professionals
Requirements:
• Minimum 7 years of wealth-planning experi...
In this leadership role, you will report directly to the Vice-President and manage a dedicated team of wealth planners. A focus on driving client processes and streamlining deliverables will be crucial to your success. Your expertise will cultivate strong stakeholder relationships and support the organizational mission tailored to the financial advisory landscape.
Key Responsibilities:
• Facilitate meetings with clients to define wealth goals
• Oversee comprehensive planning involving several dimensions
• Ensure quality client interactions and successful outcomes
• Develop strong relationships with financial advisors
• Mentor and manage the team of planning professionals
Requirements:
• Minimum 7 years of wealth-planning experi...
Ready to Apply?
Submit your application for Advanced Wealth Planning Associate VP at Wellington-Altus
Apply Now