{"id":4033374,"url":"https://alion.io/job/ubs-senior-wealth-planner","title":"Senior Wealth Planner","company":{"id":37850,"name":"UBS","domain":"ubs.com","url":"https://alion.io/company/switzerland","size_band":"5000+","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"BrassRing","truth_index":{"grade":"A","score":86,"open_postings":47,"ghost_share":0,"stale_share":0.702,"repost_share":0.064,"time_to_fill_p50_days":21,"computed_at":"2026-11-10T06:52:35Z"}},"role":"Operations","role_family":"Operations","seniority":"senior","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Canada"],"countries":["CA"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-11-10T19:20:35Z","employer_posted_date":"2026-11-10","last_verified_at":"2026-11-10T19:20:35Z","board_verified":true,"closed_at":null,"days_open":0,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":0},"description":"Global Wealth Management\nDo 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:\nengage with approximately 150 unique clients annually, delivering personalized financial, estate, and cross-border planning strategies\ncreate and deliver comprehensive wealth plans that address complex family, tax, and legacy objectives\ncontribute directly to business development efforts by enhancing client satisfaction, loyalty, and overall asset consolidation\ncollaborate with client advisors and specialists to embed planning-led advice into the overall client experience\n• serve as an ambassador for UBS’s global capabilities, fostering meaningful connections with family offices and next-generation decision-makers","description_format":"text","description_chars":1306,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Commercial & Retail Banks","Wealth Management & Financial Advisors","Asset Management & Funds","Investment Banking & M&A Advisory"],"lifecycle":[{"event":"open","at":"2026-11-10T19:20:35Z"}],"visa":[],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":0,"expected_fill_days":21,"reasons":["conf:4","win:early","comp:brand"],"computed_at":"2026-11-10T23:59:19Z"},"pay":null,"html_url":"https://alion.io/job/ubs-senior-wealth-planner","json_url":"https://alion.io/job/ubs-senior-wealth-planner.json","meta":{"generated_at":"2026-11-10T23:59:19Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":559,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-11T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":37850},"rest":"https://alion.io/mcp/rest/get_company?id=37850"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fubs-senior-wealth-planner"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":2,"usd":0.2},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fubs-senior-wealth-planner"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fubs-senior-wealth-planner"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/ubs-senior-wealth-planner\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fubs-senior-wealth-planner"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":4033374}},{"tool":"search_jobs","arguments":{"company":"ubs.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":4033374},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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