Senior High Net Worth Financial Planner
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Gather client data through deep discovery Prepare, analyze, and present financial plans Identify opportunities to deepen client relationships Advise Advisors and Relationship Managers on complex strategies Collaborate with taxation, insurance, estate, and philanthropic experts Requirements:
University degree and accredited financial planning designation At least five years as a high net worth financial planner Life Insurance license and Canadian Securities Course Additional estate or tax courses Expert Naviplan software knowledge and travel availability Apply your financial planning, presentation, and relationship-building expertise to serve Scotiabank wealth clients in Vancouver.
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