Total Wealth Planner In Montreal
Scotiabank
Elevate your finance career as a Total Wealth Planner at Scotiabank's Advanced Planning Services in Montreal, QC. Focus on Ultra High Net Worth clients, providing strategic wealth planning advice.
As a Total Wealth Planner, you will contribute to the success of the Client Solutions team within Canadian Wealth Management. This role requires a minimum of 5 years’ experience in high net worth financial planning, offering comprehensive support in areas like investments, taxation, and estate planning. Collaborate with local advisors and specialists to create tailored Total Wealth Plans for clients with complex financial needs.
Key Responsibilities: - Champion a client-focused culture and deepen relationships - Provide quality wealth planning across all life stages - Conduct full total wealth planning from discovery to presentation - Manage relationships for a cohesive client experience - Organize client workshops on financial planning topics
Requirements: - University degree in finance or related field - Accredited financial planning designation (Pl.Fin - IQPF for Quebec) - Minimum of 5 years’ experience with high net worth clients - Expert knowledge of financial planning software (Architect) - Strong interpersonal and presentation skills
Drive exceptional wealth planning solutions for clients and contribute to an inclusive team at Scotiabank in Montreal.#J-18808-Ljbffr
As a Total Wealth Planner, you will contribute to the success of the Client Solutions team within Canadian Wealth Management. This role requires a minimum of 5 years’ experience in high net worth financial planning, offering comprehensive support in areas like investments, taxation, and estate planning. Collaborate with local advisors and specialists to create tailored Total Wealth Plans for clients with complex financial needs.
Key Responsibilities: - Champion a client-focused culture and deepen relationships - Provide quality wealth planning across all life stages - Conduct full total wealth planning from discovery to presentation - Manage relationships for a cohesive client experience - Organize client workshops on financial planning topics
Requirements: - University degree in finance or related field - Accredited financial planning designation (Pl.Fin - IQPF for Quebec) - Minimum of 5 years’ experience with high net worth clients - Expert knowledge of financial planning software (Architect) - Strong interpersonal and presentation skills
Drive exceptional wealth planning solutions for clients and contribute to an inclusive team at Scotiabank in Montreal.#J-18808-Ljbffr
Vacancy posted 35 minutes ago
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