Senior Total Wealth Planner - Montreal, QC

Overview

Requisition ID:

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Purpose of Job

Financial Planning is a key service provided to clients of Scotia Wealth Management. The Senior Total Wealth Planner is responsible to proactively provide comprehensive financial planning advice and support to high net worth clients and act as the in-field subject matter expert and champion.

Major Accountabilities

Responsible for delivery of end-to-end goals based financial plans by:

• Gathering key pertinent data and information about the client through deep discovery
• Preparing, analyzing and reviewing the financial plan and client focused executive summary to ensure that it is congruent with the client's specific needs
• Presenting the financial plan and related strategies
• Identifying opportunities t...