Join Scotiabank as a Wealth Planning Consultant in Montreal, Quebec, and enhance client relations through expert planning tailored to high net worth individuals. Deliver in-depth, quality wealth planning advice for various life stages.
The Wealth Planning Consultant role focuses on building relationships with ultra-high-net-worth clients possessing investable assets of at least $5MM. You'll conduct the complete wealth planning process, emphasizing intergenerational wealth transfer and collaboration with internal specialists. This position requires significant experience in financial planning to ensure optimum strategies for diverse client profiles.
Key Responsibilities:
- Deliver customized wealth planning advice for clients
- Manage relationships with clients and external professionals
- Facilitate client workshops on financial planning topics
- Champion an inclusive, high-performance culture
- Ensure compliance with operational standards and risk policies
Requirements:
- University degree and financial planning designation
- Minimum 5 years in high net worth financial planning
- Strong presentation and interpersonal skills
- Knowledge of financial planning software (Architect)
- Bilingual in French and English, with knowledge of insurance products
Bring your expertise in financial planning and client collaboration to thrive at Scotiabank in Montreal.
Wealth Planning Consultant at Scotiabank 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.
