indeed
Senior Planning Associate
Wellington-Altus Private Wealth Inc.
Calgary, CAN
Senior
Onsite
Discovered 1 weeks ago
Comprehensive financial planningWealth managementEstate planningTax planningTrust planningCorporate planning
Free
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Comprehensive financial planningWealth managementEstate planning
Role Overview
The Senior Planning Associate leads comprehensive wealth planning strategies for high-net-worth and ultra-high-net-worth clients.
The role provides advanced planning advice across estate, tax, trust, corporate, and succession planning.
The position supports advisors and team members while delivering a high-touch client experience.
Key Skills for This Role
Comprehensive financial planningWealth managementEstate planningTax planningTrust planningCorporate planning
Full Job Posting
Location
- This vacancy is based in Wellington-Altus’ Calgary office.
Organization
Wellington-Altus is a Canadian wealth management organization serving entrepreneurial advisors, portfolio managers, and high-net-worth clients.
The organization reports more than $50 billion in assets under administration and operates offices across Canada.
The Opportunity
The Senior Planning Associate leads comprehensive wealth planning strategies for high-net-worth and ultra-high-net-worth clients.
The role provides advanced planning advice across estate, tax, trust, corporate, and succession planning.
The position supports advisors and team members while delivering a high-touch client experience.
Financial Planning
- Lead financial plan development and delivery for high-net-worth and ultra-high-net-worth clients.
- Participate in client meetings and present planning recommendations.
- Analyze complex situations involving trusts, estates, corporate structures, tax-efficient transfers, and business succession.
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