- Vancouver, British Columbia, Canada
- $70K–$140K per year
- 1–5 years
Senior Wealth Planning Consultant responsible for developing and delivering high-value financial plans for high net worth clients, collaborating with Investment Advisors and Branch Managers to grow client assets and support business growth.
Compensation
$70,000.00 - $140,000.00
Responsibilities
- Develop detailed financial plans for HNW/UHNW clients
- Conduct client presentations and coaching
- Implement wealth planning strategies
- Build internal/external networks and referral sources
- Ensure client experience standards are met
Requirements
- Post-secondary degree in related field of study
- Nice to have: MBA
- Nice to have: LL.B
- Nice to have: LL.L
- Nice to have: LL.M