Associate Vice-President, Trust & Estate Planning Location: This in-office position is based out of out Toronto office.
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 more than $30 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 2024 Brokerage Report Card.
The opportunity: Reporting to the Vice President, Advanced Wealth Planning Strategy and Services, the Associate Vice-President, Trust and Estate Planning is responsible for providing advanced guidance and strategic advice on estate management and wealth transfer strategies. The Associate Vice-President, Trust and Estate Planning will play a key role in supporting the Advanced Wealth Planning Group and Advisor teams by consulting on client files and developing a variety of thought leadership tools and resources. This role will collaborate with internal teams and their clients to provide valuable insights and ensure that Advisors have the most up-to-date and relevant information to assist clients.
Key responsibilities include: - Understanding and highlighting estate planning strategies for clients, including the use of trusts, wills, and other estate planning vehicles.
- Reviewing clients' estate plans to help ensuring a smooth wealth transfer and minimizing estate tax exposure.
- Drafting, reviewing and presenting customized estate planning, incapacity, estate administration and trust guidance and commentary for clients, Advisor teams and the Advanced Wealth Planning team.
- Serving as subject matter expert on sophisticated estate questions and issues for high-net-worth and ultra-high-net-worth clients.
- Providing advanced estate planning and other wealth planning support for the Advanced Wealth Planning team, Advisors and clients.
- Producing written reports and wealth plans for complex client situations, advising on tax, estate and other wealth planning opportunities, strategies and issues.
- Participating in and/or lead meetings with Advisors, clients and/or their external advisors on matters relating to estate planning.
- Collaborating and working closely with clients' other professional advisors in the spirit of delivering a holistic experience.
- Demonstrating a consultative and collaborative value-added approach in client conversations, acting as a subject matter expert to facilitate the desired client experience.
- Developing and maintaining relationships with Centers of Influence.
- Recognizing and fostering intergenerational wealth management amongst WA advisors and their client families.
- Initiating, developing and delivering advanced estate planning training for the Advanced Wealth Planning team.
- Managing, updating and enhancing team precedent file on wealth planning considerations, particularly as they relate to estate planning and trusts.
- Developing and launching training and education initiatives and wealth planning tools and resources for WA advisory teams.
- Preparing, refining and delivering presentations, technical written material, and thought leadership for both internal and external use in collaboration with the Vice President, Advanced Wealth Planning Strategy and Services.
- Proactively maintaining current and in-depth knowledge of all areas of the wealth planning process, including financial, education, insurance and risk management, retirement, tax, business and estate planning.
The ideal candidate will possess: - Juris Doctor degree from an accredited law school.
- Member of the Ontario Bar, or ability to transfer from another Canadian jurisdiction.
- 7+ years' total estate planning experience with at least 3 years' planning experience in a law firm.
- 3+ years' financial services industry experience working in a high growth environment an asset.
- 3+ years' experience in a customer/client-service facing role.
- Equivalent combination of education and experience may be considered.
- Experience in the wealth management or other regulated industry is a strong asset.
- Strong insurance and/or tax background is an asset.
- TEP is strongly preferred.
- CFP, FEA and/or CLU is an asset.
- Experience using Conquest or NaviPlan is an asset.
- Proficiency with the MSOffice suite, including Word, Excel, PowerPoint, Teams, and Outlook.
- Exhibit a high level of professionalism that allows clients to feel comfortable discussing personal, confidential information.
- Strong presentational skills.
- Ability to keep up with Canada's overall economic and financial environment, current events and trends and changes to legislation, especially as it relates to estate transfer planning.
- An entrepreneurial spirit to participate in Wellington-Altus' continued growth, and a desire to continuously exceed client expectations.
- Ability to work closely and collaboratively with others, across multiple locations.
- Demonstrate a high level of accountability, reliability, adaptability, and innovation in accomplishing day-to-day work and long-term goals.
- Proficiency in executing the strategies and plans developed by the VP, with a focus on delivering tangible results.
- Focus on building strong relationships and fostering trust with Advanced Wealth Planning team, Advisors, clients and COIs.
- Strong organizational and time management skills, with the ability to deal with numerous activities with varying degrees of priority and deadlines.
- Meticulous attention to detail.
- Excellent analytical skills.
- Demonstrate exceptional communication skills, both verbal and written, to effectively convey advice to diverse clients and collaborate with team members.
Conditions of employment: - Must be legally eligible to work in Canada.
- Must be able to travel 0-10% of the time.
- A background check, satisfactory to the employer, may be required of the successful applicant prior to commencing employment.
Wellington-Altus Private Wealth is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders. All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply.
If you require accommodation for the recruitment process, please let us know at the point of application.
To apply: Click the Apply for This Job button to submit your resume, cover letter and salary expectations. You will be contacted if you are selected for an interview. More information about working at Wellington-Altus can be found on our website at
