At a Glance
- Tasks: Provide strategic wealth planning advice to Ultra High Net Worth clients.
- Company: Join Scotiabank's Advanced Planning Services in Montreal.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Collaborative culture with opportunities for client engagement and workshops.
- Why this job: Make a real impact on clients' financial futures while growing your career.
- Qualifications: 5+ years in high net worth financial planning and a finance degree.
The predicted salary is between 90000 - 110000 $ per year.
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
Total Wealth Planner – Montreal in Montréal employer: Scotiabank
Scotiabank is an exceptional employer that fosters a purpose-driven and inclusive culture, making it an ideal place for professionals seeking to excel in the financial services industry. With a strong focus on employee growth, you will have access to comprehensive training and development opportunities while working alongside senior leadership in a collaborative environment. Located in vibrant cities like Calgary and Vancouver, you will enjoy a dynamic work-life balance and the chance to make a meaningful impact on ultra-high net worth clients across Canada and internationally.
