Senior Wealth Planner
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Location
In office (Canada)
Seniority
Senior
Confirmed on the employer's own hiring board on Nov 10, 2026. First seen by Alion on Nov 10, 2026. UBS scores A on the Alion truth index.
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UBS is a Swiss bank headquartered in Zurich and one of the largest wealth managers in the world, serving wealthy private clients, companies and institutions. It runs global wealth management, personal and corporate banking in Switzerland, asset management and an investment bank, and took over Credit Suisse in 2023. The present UBS was formed in 1998 by the merger of Union Bank of Switzerland, whose roots go back to 1862, and Swiss Bank Corporation, and it is listed on the SIX Swiss Exchange and the New York Stock Exchange.
Backed by Blue Lion
Global Wealth Management
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
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