Senior Wealth Planner, Advanced Wealth Planning

Senior Wealth Planner will develop, execute, and maintain comprehensive wealth plans for high-net-worth clients (including business owners and those with foreign assets), acting as a resource for WA Advisory teams. Responsibilities include facilitating goals-based discovery with clients, entering and analyzing client data in planning software to generate wealth plan components, leveraging financial analysis to craft detailed wealth plans, managing wealth planning deliverables, and collaborating with clients’ other professional advisors to deliver a holistic experience. The role supports wealth planning processes, drives continuous improvement of client experiences, and may involve thought leadership on wealth planning topics. The ideal candidate will have a degree or diploma in business/finance, at least 5 years of wealth planning experience, CFP or equivalent designation (TEP/CLU assets), proficiency with Conquest and MS Office, and a demonstrated ability to work both independently and within a national team. Must be legally eligible to work in Canada and prepared to travel up to 5% of the time.