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 40 minutes ago
Similar jobs that could be interesting for youBased on the Total Wealth Planner In Montreal in Winnipeg, MB vacancy
- Title: Total Wealth Planner, Advanced Planning Services - Montreal, QCSelect how often (in days) to receive an alert: Requisition ID: 275710 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. PurposeContributes to...SuggestedInternshipLocal area
Scotiabank
Winnipeg, MB38 minutes ago - 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...SuggestedLocal area
Scotiabank
Winnipeg, MB37 minutes ago $5000 per month
...We Do The primary responsibility of the Wealth Advisor is to provide support and... ...Level 1) is an asset CFP (Certified Financial Planner) or PFP (Personal Financial Planner) is a... ...remote and hybrid work arrangementsCompetitive total compensation packageCompetitive base salary...SuggestedLong term contractRemote workHome officeFlexible hoursFidelity International
Winnipeg, MB44 minutes ago- ...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, MB41 minutes ago - 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...SuggestedInternship
Scotiabank
Winnipeg, MB44 minutes ago - Transform financial planning in Canada as a Senior Financial Planner with Common Wealth. This role focuses on delivering personalized financial advice and education, empowering members to make confident decisions. Join a rapidly expanding team at Common Wealth that aims to...
Commonwealth Retirement Advisors
Winnipeg, MB44 minutes ago - ...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, MB38 minutes ago - 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, MB38 minutes ago - 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, MB42 minutes ago - 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, MB42 minutes ago $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 contractCasual workWork at officeMonday to fridayDestinationone Consulting Inc.
Winnipeg, MB40 minutes ago- Raymond James Financial in Canada is seeking a Senior Financial Planner to support advisory teams and clients within the Total Wealth Solutions group. You will manage planning engagements from discovery through delivery, build relationships with advisors, and deliver education...
Raymond James Financial
Winnipeg, MB40 minutes ago - 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, MB37 minutes ago - (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 workFlexible hoursShift work
Bombardier
Winnipeg, MB43 minutes ago - ...and high-performing culture. Job Purpose:The Senior Manager, Wealth Management Taxation plays a key role in supporting wealth advisors... ...providing tax planning expertise and enhancing the delivery of the Total Wealth offering. Key Accountabilities:Enhance the delivery of...Work at office
Scotiabank
Winnipeg, MB40 minutes ago - ...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, MB38 minutes ago - ...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 timeFor contractorsApprenticeshipWork at officeMonday to fridayShift work
$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 contractWork at office- Edward Jones in Canada is seeking an experienced high net worth financial planner to provide comprehensive wealth management and tailored strategic advice for affluent clients. You will deliver integrated financial plans, collaborate with internal experts and external advisors...Long term contract
Edward Jones
Winnipeg, MB41 minutes ago $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...InternshipFlexible hours$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 timeSummer workSeasonal workWork at office$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 contractPermanent employmentRemote workTalentSphere Staffing Solutions Inc.
Winnipeg, MB42 minutes ago- Edward Jones is seeking a subject-matter expert to deliver client-centered wealth planning for high-net-worth clients. You will coordinate with internal specialists and external advisors to build integrated plans that reflect clients' values and goals. You will tailor investment...Long term contract
Edward Jones
Winnipeg, MB44 minutes ago $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 contractPermanent employmentFull timePart timeInternshipWork at officeLocal areaFlexible hoursCanada Life
Winnipeg, MB37 minutes ago$70k - $150k per year
Wealth Planning Support Team (WPST) is a business unit within BMO Wealth Planning, Trust &... ...across the enterprise. Support frontline planners through multiple channels, including phone... ...this position. BMO Financial Group’s total compensation package will vary based on the...Contract workPart timeWork at officeRemote workBMO
Winnipeg, MB42 minutes ago- ...comprehensive financial planning and complete wealth management on the Client Consultation... ...experience as a high net worth financial planner At Edward Jones, we are building a place... ...our career site ( to learn more about our total compensation approach, which in addition to...Long term contractTemporary workWork at officeFlexible hours
Edward Jones
Winnipeg, MB43 minutes ago - 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 employmentFull timeCasual workWork at officeRemote workWork from homeRelocationMonday to fridayFlexible hoursShift workDay shift2 days per week
$110k - $130k per year
...services to Canadians seeking customized solutions to their wealth management needs. Senior Financial PlannerHow does the role impact the organization?The Senior Financial Planner is an integral member of our Total Wealth Solutions team that is dedicated to delivering...Work at officeFlexible hoursRaymond James Financial
Winnipeg, MB42 minutes ago- 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 contractInternshipWork at office
Thrive Wealth Management
Winnipeg, MB42 minutes ago - ...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 workWork at officeLocal area1 day per week
PSP’s Private Debt & Credit Investment (PDCI) group
Winnipeg, MB38 minutes ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Total Wealth Planner In Montreal. Be the first to apply!
Related searches
- transportation planner Winnipeg, MB
- planificateur maintenance Winnipeg, MB
- planificateur Winnipeg, MB
- medical equipment planner Winnipeg, MB
- planificateur de projets Winnipeg, MB
- facilities planner Winnipeg, MB
- planner scheduler Winnipeg, MB
- planificateur entretien Winnipeg, MB
- junior planner Winnipeg, MB
- life care planner Winnipeg, MB