Senior Financial Planner

Wellington-Altus Private Wealth Inc.

 

Role Description:

We are looking for a Senior Financial Planner to join our Advanced Wealth Planning Group to support our advisors in the BC market.

 

Responsibilities & Activities:

  • Meet with existing and potential clients, complete in-depth fact finding. Help clients to discover and articulate their short-and long-term goals.
  • Prepare and mail introduction packages with an engagement letter and document requests.
  • Enter client information into planning software and generate financial plans. Set review schedule, assess progress or implementation of recommendations or to address changes to client situation.
  • Work closely with client’s other professional advisors (lawyers, accountants, etc.) to ensure that client is receiving holistic advice
  • Recognize the importance of multi-generational wealth management with a focus on building relationships with children, grandchildren and siblings of current clients.
  • Identify outside assets and referral opportunities.
  • Integrate all areas of financial planning including cash flow, investment, education, insurance and risk management, retirement planning, and tax and estate planning.
  • Maritain client files, ensure that all documents and notes are compliant with industry requirements.
  • Act as a knowledge resource for team members.
  • Attend client events.
  • Preforms other duties as assigned

Educational & Industry Requirements:

  • Diploma in business administration, accounting, finance or similar field of study
  • Professional designations such as CFP or PFP.
  • Fulfill continuing education requirements.

Knowledge, Skills, & Abilities:

  • In depth knowledge of industry rules, regulations, policies, procedures and commitment to stay abreast of changes
  • Strong organizational skills and attention to detail.
  • Desire to go above and beyond to exceed client expectations.
  • Exhibits a level of professionalism that allows clients to feel comfortable and able to discuss personal information
  • A genuine interest in serving and caring for other people
  • Reliable, consistent work ethic
  • Proficient in Excel, Word and Adobe.
  • Salary is commensurate with experience.

Location: Vancouver and surrounding area

To apply, please email your resume to careers@wprivate.ca