Financial Planner Professional
1 week ago
We are seeking an experienced Tax & Estate Planner to join our team at Wellington-Altus Financial Inc. In this role, you will provide advanced tax planning services to high-net-worth clients and their families. You will leverage your industry expertise and knowledge to deliver comprehensive tax and estate planning solutions.
Key Responsibilities- Serve as a subject matter expert on sophisticated trust, estate, and income tax questions and issues.
- Collaborate with client's other professional advisors to deliver holistic advice.
- Develop and maintain relationships with Centers of Influence.
- A degree or diploma in accounting, finance, or a related field.
- 3-5 years' experience in an accounting role required.
- Chartered Professional Accountant (CPA) certification.
We are committed to providing a supportive work environment that fosters growth and development. Our team is passionate about delivering exceptional service to our clients, and we believe that our employees are our greatest asset.
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Tax And Estate Planner
7 days ago
Wellington, Wellington, New Zealand Wellington-Altus Financial Inc. Full timeLocation: This position will be based out of our 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...
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Financial Planning Professional
7 days ago
Wellington, Wellington, New Zealand Tangram Full timeAt Tangram, we foster a client-centric environment that empowers our financial planners with the autonomy and resources to build thriving practices on their own terms.We are seeking Level 5 qualified professionals who are ready to break free from traditional structures and step into a high-trust, high-reward environment.
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Tax and Estate Planner
3 weeks ago
Wellington, Wellington, New Zealand Wellington-Altus Financial Inc. Full timeLocation: This position will be based out of our 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...
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Financial Services Professional
2 weeks ago
Wellington, Wellington, New Zealand Enva Financial Full timeWhy Join Us: At Enva Financial, we offer a unique and rewarding career opportunity for individuals who are passionate about delivering exceptional service and building long-lasting relationships with our customers. As a Mortgage Broker, you will have the opportunity to work closely with our team of experienced professionals to deliver outstanding results and...
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Estate Planning Specialist
1 week ago
Wellington, Wellington, New Zealand Wellington-Altus Financial Inc. Full timeAbout UsWellington-Altus Financial Inc. is a dynamic financial services company that values innovation and excellence. Our team is comprised of experienced professionals who are dedicated to delivering outstanding results for our clients.The RoleWe are seeking a highly skilled Tax & Estate Planner to join our team. In this role, you will be responsible for...
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Tax and Wealth Strategist
1 week ago
Wellington, Wellington, New Zealand Wellington-Altus Financial Inc. Full timeOverviewWellington-Altus Financial Inc. is a leading financial services company founded in 2017. As the parent company to several successful businesses, we offer a unique opportunity for professionals to excel in their careers.The OpportunityWe are seeking an experienced Tax & Estate Planner to join our team. In this role, you will provide advanced tax...
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Marketing Director, Financial Services
2 weeks ago
Wellington, Wellington, New Zealand Wellington-Altus Financial Inc. Full timeCompany OverviewWellington-Altus Financial Inc. is a leading financial services company with a strong presence in Canada. Founded in 2017, the company has experienced significant growth and expansion, with a portfolio of companies under its umbrella.The OpportunityWe are seeking an experienced marketing professional to join our team as Vice-President,...
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Financial Services Manager
1 week ago
Wellington, Wellington, New Zealand Wellington-Altus Financial Inc. Full timeJob OverviewWe are seeking a highly experienced professional to lead our Managed Accounts Supervision team. As Senior Manager, you will play a crucial role in ensuring compliance with regulatory requirements and business standards across multiple regions.Key Responsibilities:• Supervise the activities of Portfolio Managers, focusing on managed account...
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Estate and Tax Advisor
6 days ago
Wellington, Wellington, New Zealand Wellington-Altus Financial Inc. Full timeAbout the RoleThe Tax & Estate Planner will be responsible for providing advanced tax planning services to ultra-high-net-worth clients and their families. This role requires a subject matter expert who can leverage their industry experience to provide comprehensive tax and estate planning solutions.Key ResponsibilitiesTax Planning & Compliance: Serve as a...
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Financial Services Expert
1 week ago
Wellington, Wellington, New Zealand Kingswood-Group Full timeAbout Kingswood GroupWe are committed to recruiting and maintaining a diverse workforce. We celebrate, recognize, and appreciate our differences, irrespective of background, race, religion, age, gender, sexual orientation, or disability. As a leader in the wealth management industry, we strive to create a vibrant, welcoming environment for all our...
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Director of Financial Advisor Support
6 days ago
Wellington, Wellington, New Zealand Wellington-Altus Financial Inc. Full timeAbout UsWellington-Altus Financial Inc. is a dynamic and growing organization, committed to providing exceptional marketing support to our network of financial advisors. With over $35 billion in assets under administration, we are one of Canada's leading investment dealers.We are seeking a skilled Vice-President, Advisor Marketing to lead our marketing...
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Financial Systems Support Specialist
7 days ago
Wellington, Wellington, New Zealand Wellington-Altus Financial Inc. Full timeAbout Us">At Wellington-Altus Financial Inc., we are committed to providing excellent service to our clients and stakeholders. We are seeking a highly skilled Business Systems Support professional to join our team.">The Job Description">The Business Systems Support professional will be responsible for application support, configuration activities, testing,...
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Strategic Media Planner Lead
2 weeks ago
Wellington, Wellington, New Zealand Mbm Full time**About Us**MBM is a leading media agency in New Zealand, renowned for delivering innovative integrated media communication solutions to top brands.We pride ourselves on being data-driven, with a focus on unlocking unfair advantages for our clients. Our team of experts collaborates closely with clients to provide market-leading strategies that drive business...
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Financial Services Oversight Manager
5 days ago
Wellington, Wellington, New Zealand Wellington-Altus Financial Inc. Full timeAbout Wellington-Altus Financial Inc.Wellington-Altus Financial Inc. is a leading financial services organization with a strong presence in Canada. Founded in 2017, we have established ourselves as one of Canada's Best Managed Companies, with a top-rated investment dealer and a wide range of financial products and services.We are committed to providing our...
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Financial Systems Specialist
5 days ago
Wellington, Wellington, New Zealand Wellington-Altus Financial Inc. Full timeCompany Overview:Wellington-Altus Financial Inc. is a leading investment dealer in Canada, with a strong presence across the country. Founded in 2017, our organization has experienced significant growth and success, with over $35 billion in assets under administration.The Opportunity:We are seeking an exceptional individual to join our team as a Business...
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Financial Compliance Specialist
1 week ago
Wellington, Wellington, New Zealand Wellington-Altus Financial Inc. Full timeAbout Us:Wellington-Altus Financial Inc. is a leading investment dealer in Canada, with a strong presence across the country.We are committed to delivering exceptional service to our clients and fostering a culture of compliance and integrity within our organization.Job Summary:The Compliance Analyst, Branch Audit will be responsible for conducting...
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Financial Services Supervisor Position
3 days ago
Wellington, Wellington, New Zealand Wellington-Altus Financial Inc. Full timeAbout UsWellington-Altus Private Wealth is part of Wellington-Altus Financial Inc., one of Canada's top-rated* investment dealers. With offices across the country, we identify with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients.Why Join Our Team?- Opportunity to work with a leading investment dealer in Canada-...
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Hydraulic Network Planner
2 weeks ago
Wellington, Wellington, New Zealand Wellington Water Full timeWe are seeking a highly skilled and experienced Drinking Water Professional to join our team as a Senior Water Engineer/Network Planner/Modeller.The ideal candidate will have a strong background in water resources management, with extensive experience in drinking water hydraulic modelling and project management.You will work closely with our operations,...
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Strategic Retirement Planner
4 days ago
Wellington, Wellington, New Zealand TMM Full timeCompany Overview">TMM is a pioneer in retirement income innovation, dedicated to creating secure and vibrant retirements for New Zealanders.About UsWe were founded in 2014 with a passion for transparency and affordability in retirement solutions. Through our products like Lifetime Asset Management, we provide diversified portfolios and set the standard in...
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Financial Advisor Support Leader
1 week ago
Wellington, Wellington, New Zealand Wellington-Altus Financial Inc. Full timeAbout Our TeamAs a member of our team, you will have the opportunity to contribute to the development and implementation of marketing strategies and programs designed to support and empower our network of financial advisors.This role will lead a high-performing team that partners closely with advisors to enhance their marketing efforts, increase client...