Senior Wealth Planner

Key responsibilities

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

The team

You will be working with our Toronto Office Products team supporting our Client Advisor to enhance our value-added service offering in a highly competitive market, deliver deeper client engagement through holistic planning conversations, and position the firm as a trusted partner in intergenerational wealth planning.

Your skills and experience

• fluent in Mandarin, with proven ability to build rapport with clients in the Vancouver market and across our Asia-focused client base
• deep expertise in cross-border wealth planning, including intergenerational and multinational family structures
• familiarity with trust structures, international tax considerations, and UBS’s global advisory capabilities is a strong asset
• skilled communicator and relationship builder, capable of translating complex planning strategies into actionable client value
• travel to Asia is required
• you’re curious to explore how AI can improve how we build, deliver, and optimize workflows. You do this with sound judgment – validating outputs and aligning with policies, risk standards, and ethical use

About us

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

Salary information

The indicative gross base salary range as a full-time equivalent role:
• Canada - Ontario min CAD 300000 - max CAD 400000 /annum

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.

Join us

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

Disclaimer / Policy statements

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

UBS Canada is committed to providing equal employment opportunity to all applicants and employees. This applies to everything we do – hire, evaluate, promote, compensate, train and terminate. UBS Canada will reasonably accommodate applicants with disabilities who need adjustments to participate in the application, assessment or interview process. To initiate a request for an accommodation contact HR Employee Advisory by email sh-hr-asc-ame@ubs.com or phone +1 855-827-6947, option 2, option 5, option 1.