Associate Vice-President, Advanced Wealth Planning

The Associate Vice-President, Advanced Wealth Planning will be responsible for the development, execution, and maintenance of comprehensive wealth plans for clients. This role includes managing a team of Senior Wealth Planners and Wealth Planners while supporting the execution of team strategy alongside other leadership members. The primary focus is to deliver high-quality wealth plans to advisory teams and their high-net-worth clients, including business owners and incorporated professionals. Key responsibilities include meeting with clients to identify their short and long-term goals, maintaining in-depth knowledge of the wealth planning process, and driving improvements in client experience. The Associate Vice-President will conduct discovery processes, manage wealth planning deliverables, and collaborate with clients' professional advisors to ensure a holistic approach. Additionally, the role involves performance management and professional development of team members, fostering relationships with Centers of Influence, and contributing to thought leadership and training materials as needed. The ideal candidate will have a degree or diploma in business administration, accounting, finance, or a related field, along with a minimum of 7 years of experience in a wealth planning role. Professional designations such as CFP, TEP, FEA, or CLU are preferred. Strong knowledge of income tax and insurance is an asset. Salary and benefits will be competitive and commensurate with experience.