Associate Vice-President, Advanced Wealth Planning
Wellington-Altus Financial Inc. • vancouver, Canada
Role Description
Associate Vice-President, Advanced Wealth Planning
Location: This posting is for an existing vacancy in Wellington-Altus’ offices across Canada.
Our organization:
Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and Wellington-Altus Private Wealth Inc.-the top-rated* investment dealer in Canada and one of Canada’s Best Managed Companies. With over $45 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients.
*Investment Executive 2025 Brokerage Report Card.
The opportunity:
Reporting to the Vice-President, Advanced Wealth Planning Strategy & Services, the Associate Vice-President, Advanced Wealth Planni...