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

Apply

Vacancy posted 1 hour ago

Similar jobs that could be interesting for youBased on the Total Wealth Planner In Montreal in Winnipeg, MB vacancy

Total Wealth Planner, Advanced Planning Services - Montreal, Qc
Select how often (in days) to receive an alert: Title: Total Wealth Planner, Advanced Planning Services - Montreal, QCRequisition ID: 275710 PurposeContributes to the overall success of the Total Wealth Planning, APS, Client Solutions / Canadian Wealth Management in Canada...
Suggested
Internship
Local area
Scotiabank
Winnipeg, MB
1 hour ago
Senior Total Wealth Planner - Edmonton, Ab
Select how often (in days) to receive an alert: Title: Senior Total Wealth Planner - Edmonton, ABRequisition ID: 278542Join a purpose driven... ...(including taxation, insurance consultants, will and estate planners, philanthropic group) to ensure there is an integrated and organized...
Suggested
Local area
Scotiabank
Winnipeg, MB
1 hour ago
Senior Wealth Financial Planner
...Investment Advisors. You will develop comprehensive plans, provide guidance on financial, tax, retirement, and estate matters, and support wealth management objectives. The national team collaborates across Canada.Key Responsibilities: Conduct client interviews and assess...
Suggested
National Bank of Canada
Winnipeg, MB
1 hour ago
Desjardins Wealth Management Planner
...advice, relationship development, and financial strategy planning at Desjardins. This hybrid opportunity requires French.As a Financial Planner, you will serve members and customers with significant savings and investment potential, generally $250,000 or more. You will develop...
Suggested
Desjardins
Winnipeg, MB
1 hour ago
Senior Wealth Planner Advanced Planning
Apply advanced financial planning expertise as a Total Wealth Planner serving ultra high net worth clients across Western Canada. Build customized strategies with advisors and specialists.Scotiabank seeks a Total Wealth Planner for Advanced Planning Services within Canadian...
Suggested
Internship
Scotiabank
Winnipeg, MB
1 hour ago
Senior Tax Planner, Wealth Management
...built — and we're just getting started. Read our Culture Manual and learn more about how we work. The RoleAs a Senior Tax Planner on our Wealth Management team, you'll ensure that financial plans built for our high-net-worth clients are optimized for tax efficiency. Your...
Long term contract
Wealthsimple
Winnipeg, MB
1 hour ago
Mobile Financial Planner Wealth Advice
Deliver mobile wealth advice as a Financial Planner across London or Chatham, Ontario, using investment expertise and client-focused financial planning.Scotiabank’s Scotia Financial Planning team supports clients within the mass affluent market through personalized investment...
Work at office
Scotiabank
Winnipeg, MB
1 hour ago
Senior Tax Planner Wealth Management
...financial plans with Canadian tax law expertise and CFP fluency at Wealthsimple’s hybrid Wealth Management team. Use AI tools to model strategies more efficiently.As a Senior Tax Planner, you will refine sound plans for clients with $1MM–$3MM, with some exposure up to $5MM....
Wealthsimple
Winnipeg, MB
1 hour ago
Private Wealth Advisor Montreal
Use financial planning expertise to advise wealthy clients as a Private Wealth Advisor in Montreal with hybrid work flexibility. Build trusted relationships while delivering exceptional service.Within National Bank's Commercial & Private Banking 1859 sector, you will develop...
National Bank of Canada
Winnipeg, MB
1 hour ago
Wealth Planner For High-Net-Worth Clients
Desjardins in Quebec is seeking a senior wealth advisor to develop personalized relationships with members and high-potential clients, guiding them toward strong savings and investment outcomes. The role emphasizes proactive prospecting, referrals, and collaboration with Desjardins...
Desjardins
Winnipeg, MB
1 hour ago
Boutique Wealth Planner — Family Office Advisory
$80k - $120k per year
...2026destinationone Consulting has been retained by Sana Advisory Group, in partnership with CI Assante Wealth Management Ltd., to recruit an experienced Financial Planner to join their growing wealth management team in Surrey and Abbotsford, British Columbia.About the Organization...
Long term contract
Casual work
Work at office
Monday to friday
Destinationone Consulting Inc.
Winnipeg, MB
1 hour ago
Associate, Wealth Advisor
$110k - $150k per year
...Associate, Wealth Advisor - Stenner Wealth Partners+ Competitive Total Compensation Range: $110-$150K annually depending on experience & credentials. About Stenner Wealth Partners+ Stenner Wealth Partners+ (SWP+) is an in person/virtual Multi-Family Office/Outsourced CIO...
Long term contract
Work at office
CGC Canaccord Genuity Corp.
Winnipeg, MB
1 day ago
Maintenance Planner
...and are an estimated salary range provided by that particular job board. Maple Leaf Foods offers competitive wages and an attractive total rewards package, which will be discussed during an interview with our Talent Team. We use Artificial Intelligence (AI) tools to support...
Full time
For contractors
Apprenticeship
Work at office
Monday to friday
Shift work
Maple Leaf Foods Inc.
Winnipeg, MB
8 days ago
(Contract) - Senior Facilities Planner - Montreal
(CONTRACT) - Senior Facilities Planner - Montreal When applicable, Bombardier promotes flexible and hybrid work policies. Why join us? At Bombardier, we design, build and maintain the world’s peak-performing aircraft for the world’s most discerning people and businesses...
Contract work
Flexible hours
Shift work
Bombardier
Winnipeg, MB
1 hour ago
Lantic Maintenance Planner Montreal Refinery
Drive maintenance excellence as a Maintenance Planner with Lantic at the Montreal refinery. Your role will focus on effective planning, scheduling, and departmental collaboration. Lantic is looking for a Maintenance Planner who brings extensive experience and a proactive mindset...
Lantic Inc.
Winnipeg, MB
1 hour ago
(Contract)-Senior Facilities Planner - Montreal
...CONTRACT – Senior Facilities Planner – Montreal Location: Dorval, QC, Canada (H4S 1Y9) Posting Start Date: 4/16/26 Requisition ID: 12511 What are your contributions to the team? Analyze maintenance data: Identify trends and root causes of failures to propose sustainable...
Contract work
Bombardier
Winnipeg, MB
1 hour ago
Wealth Advisor, Employee Accounts
$95k - $140k per year
...Becoming an Wealth Advisor, with CC&L Private Capital may be the only career move you ever need to make. Join one of Canada's largest independent... ...you: your contributions are rewarded with competitive total compensation, retirement savings support, wellness credits, enhanced...
Internship
Flexible hours
Connor, Clark & Lunn Private Capital Ltd. (CC&L)
Winnipeg, MB
6 days ago
Total Rewards Manager
$110k - $125k per year
...financial well-being of Canadians. As a leading wealth management organization, we are committed... ...'re looking to fill an opening for a Total Rewards Manager, to join the People & Culture... ...have offices in Toronto, Vancouver, and Montreal. Aviso is backed by the collective...
Internship
Aviso
Winnipeg, MB
1 hour ago
Private Client Adviser - Financial Planner / Securities Specialist/ Wealth Adviser
$100k per year
...not a traditional Financial Advisor role.If you are successful in wealth management, strong at winning new clients and confident in your... ...Associate Wealth Manager | Associate Portfolio Manager | Financial Planner | Investment Representative …and You Are Thinking"I know I can...
Long term contract
Permanent employment
Remote work
TalentSphere Staffing Solutions
Winnipeg, MB
1 hour ago
PRODUCTION PLANNER
$41k per year
...Company: Catalys Lubricants Location: Winnipeg Manitoba Position Title: Production Planner 1. Job Summary The Production Planner is responsible for effectively planning manufacturing packaging and replenishment activities for industrial lubricants Diesel Exhaust...
Full time
Summer work
Seasonal work
Work at office
ORA Partenaires
Winnipeg, MB
9 days ago
Wealth Advisor
$75k - $125k per year
...IPC) is one of Canada's leading independent wealth management firms. We are a diverse group... ...candidate holding their Certified Financial Planner (CFP) designation and is willing to grow... ...other variable compensation components of our total compensation ( i.E. annual bonus,...
Long term contract
Permanent employment
Full time
Part time
Internship
Work at office
Local area
Flexible hours
Canada Life
Winnipeg, MB
1 hour ago
Wealth Specialist
At Thrive Wealth Management, we help clients strengthen their financial security and turn their wealth goals into reality. Our vision is... ...eligible to be registered to sell mutual funds Certified Financial Planner designation (CFP®) or willingness and eligibility to obtain is...
Long term contract
Internship
Work at office
Thrive Wealth Management
Winnipeg, MB
1 hour ago
Solution Designer, Total Fund Solutions
...Investments has its principal business office in Montréal and offices in New York, London and Hong... ...THE TEAM Reporting to the Director, Total Fund Solutions, the Solution Designer... ...with employees in our local offices in Montreal and Ottawa)BENEFITS AND REWARDS We offer...
Summer work
Work at office
Local area
1 day per week
PSP’s Private Debt & Credit Investment (PDCI) group
Winnipeg, MB
1 hour ago
Senior Merchandise Planner (Purchasing Analyst)
Job Responsibility: SENIOR MERCHANDISE PLANNER (PURCHASING ANALYST) At Bootlegger, our Merchandise Planner works closely with buying and... ...financial backbone of the cross functional team. Merchandise Planners develop department and category plans in dollars and units by...
Permanent employment
Full time
Casual work
Work at office
Remote work
Work from home
Relocation
Monday to friday
Flexible hours
Shift work
Day shift
2 days per week
Bootlegger
Winnipeg, MB
5 hours ago
Total Rewards Lead
$110k - $120k per year
...Groups (ERGs) are open to all team members, offering a platform for employee connection and support.How You’ll Make History Here… The Total Rewards Lead supports employee attraction and retention through effective Canadian Compensation, Benefit and Pension program...
Long term contract
Work at office
Local area
Campbell Soup Company
Winnipeg, MB
1 hour ago
Director, Total Rewards
...Overview of role: Reporting to the VP, People, this role is accountable for the design of the WestJet Group Total Rewards strategy. Leading teams of compensation, benefits, and savings/pension professionals, the role ensures the design, development, and operational execution...
Long term contract
WestJet
Winnipeg, MB
1 hour ago
Wealth Planning Advisor, Private Wealth
$70k - $150k per year
...1501 McGill College AvenueJob Family Group: Wealth Sales & ServiceThe Wealth Planning Support... ...planning requests sent by frontline planners.Work with Investment Advisors, Investment... ...year in this position. BMO Financial Group’s total compensation package will vary based on the...
Part time
Work at office
Work from home
BMO
Winnipeg, MB
1 hour ago
Total Rewards Analyst
...communities, Canadian producers, and each other every day. We are growing and are currently seeking a knowledgeable and customer-focused Total Rewards Advisor to support the administration, communication, and continuous improvement of UFA's total rewards programs. This role is...
Local area
Flexible hours
UFA
Winnipeg, MB
1 hour ago
Sr. Manager, Total Rewards
$134k - $150k per year
Toronto ON Montreal QC Full time R80217 About the jobThe Sr. Manager, Total Rewards provides leadership across a broader total rewards strategy, compensation, and benefits design scope, advising senior stakeholders, and driving execution for complex initiatives across...
Full time
Apprenticeship
Local area
Shift work
Brink's
Winnipeg, MB
1 hour ago
Team Manager, Wealth Advice Team
$86.4k - $116.8k per year
...in Supporting Our Members: As the Team Manager, Wealth Advice Team , you will lead a team of Wealth Planners who provide financial planning and investment advice... ...previous experience, and internal equity. As part of our total rewards package, employees may also be eligible for...
Long term contract
Permanent employment
Full time
Work at office
Immediate start
Flexible hours
2 days per week
Vancity
Winnipeg, MB
1 hour ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Total Wealth Planner In Montreal. Be the first to apply!