Senior Wealth Planner

Do you like taking ownership for your own task portfolio? Do you enjoy analyzing complex situations to come up with wealth planning options? UBS Canada is seeking a dedicated and strategic Wealth Planner to join our expanding Wealth Management team. As client needs grow more sophisticated—particularly among high-net-worth (HNW) and ultra-high-net-worth (UHNW) families—this role is critical to delivering the bespoke planning and advisory services they expect. The Wealth Planner will play a key role in driving client engagement, strengthening relationships, and supporting business growth through tailored financial and estate planning solutions. You will: • engage with approximately 150 unique clients annually, delivering personalized financial, estate, and cross-border planning strategies • create and deliver comprehensive wealth plans that address complex family, tax, and legacy objectives • contribute directly to business development efforts by enhancing client satisfaction, loyalty, and overall asset consolidation • collaborate with client advisors and specialists to embed planning-led advice into the overall client experience • serve as an ambassador for UBS’s global capabilities, fostering meaningful connections with family offices and next-generation decision-makers