Wealth Planning Consultant / Senior Wealth Planning Consultant
$64,400–$120,400 year
On-site · Vancouver, British Columbia, Canada
Job Summary
Lead/serve as the wealth planning lead for HNW/UHNW clients, collaborating with Investment Advisors to develop and deliver comprehensive wealth plans from discovery through presentation. Build and maintain client relationships, expand assets by providing advanced financial planning, tax, estate and trust insights, and advocating wealth-management strategies that align with client goals. Deliver detailed and complex wealth plans, conduct client presentations, drive growth through strategic planning initiatives, and coach Investment Advisors on wealth-management solutions to enhance the client experience and overall business results.
Required Qualifications
- minimum of 1-3 years of relevant experience
- post-secondary degree in related field of study
Desired Qualifications
- CFP designation
- MBA
- LL.B/LL.L/LL.M asset consideration
- Life Insurance designation asset
- Trust & Estate Practitioner
- NaviPlan proficiency
- post-secondary degree in related field
- Experience with HNW/UHNW clients
- Sales campaigns and client relationship development
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