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Corient
Vice President Wealth PlanningCorient • Toronto, Ontario, CA
Vice President Wealth Planning

Vice President Wealth Planning

Corient • Toronto, Ontario, CA
15 days ago
Job type
  • Full-time
Job description

The VP of Wealth Planning will lead the Wealth Planning team for Corient Canada. This individual will manage a team that supports the planning needs for the client advisory team and ultra-high-net-worth clients in Canada.

The Wealth Planning team will support the advisory team with following primary functions:

CORE RESPONSIBILITIES:

  • The VP will work with the Client Leadership team to define the strategy, vision, and priorities for the Wealth Planning team.
  • Set clear direction on where the group focuses its time and resources to demonstrate value and bring projects to completion.
  • Manage a team of wealth planning staff responsible for deliverables as required by the client team.
  • Oversee and develop the tools and resources the team requires including financial planning and other software.
  • Review cash flow projections/financial plans for complex client situations, and attend client meetings where required.
  • Provide financial planning and other technical expertise (in conjunction with other technical experts on the team) to the advisory team.
  • Support the standardization of financial planning best practices across the Canadian advisory team.
  • Support the technical development of the advisory team with training programs to raise the standard of knowledge and advice of the firm.
  • Stay abreast of industry trends and events and proactively shape planning strategies and client solutions accordingly.
  • Support the thought leadership of the firm by reviewing and writing technical articles and commentary (as appropriate).

RELEVANT BACKGROUND AND EXPERIENCE:

  • CPA + advanced planning designation (CFP, TEP, etc.) is a requirement.
  • Minimum 10 years of post-accreditation experience.
  • Deep expertise in financial planning for complex situations and a strong understanding of financial planning software.
  • Advanced analytical and problem-solving abilities, with a proactive, solutions-driven approach.
  • Experience working with ultra high-net-worth clients and managing a wide range of special projects.
  • Demonstrated ability to mentor junior staff and lead teams across projects and initiatives.
  • Exceptional written and verbal communication skills, with the ability to articulate complex financial concepts clearly and confidently.
  • Strong project management skills, organization, and attention to detail.
  • Self-starter with a high level of initiative, capable of working independently and contributing to team success.
  • Ability to integrate quickly and add value in a dynamic environment.
  • Hands-on approach, willing to contribute meaningfully at all levels of the organization.
  • Desire to acquire unique skills and build a long-term career in the family office space.
  • Commitment to continuous learning and development of specialized expertise.
  • The ability to communicate in both English and French would be an asset to the team.

FORMAL EDUCATION REQUIREMENTS:

  • CPA + advanced planning designation (CFP, TEP, etc.) is a requirement. Professional designations must be in good standing.
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Vice President Wealth Planning • Toronto, Ontario, CA

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