Associate Total Wealth Planner
5 days ago
Associate Total Wealth Planner - Montreal, QC Requisition ID: 233131 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose The primary purpose of the Associate Total Wealth Planner is to provide plan input support to Senior Total Wealth Planners in market and to provide full planning engagements (discovery to delivery) to existing clients of SWM with investable assets of less than a million. Key Accountabilities Support the planning needs of the local Senior Total Wealth Planner by: Inputting data and scenario modelling in the Conquest Planning software Identifying and communicating referral opportunities within each plan Ensuring that all financial plans assigned are accurate, and completed in a timely manner pursuant to a Service Level Agreement Provide Wealth Planning services directly to clients below the million dollar threshold by: Completing the planning process from discovery to plan presentation Consulting with members of Team of Specialists to assist in uncovering appropriate strategies as appropriate Working with Total Wealth Manager to promote the benefits of planning Ensuring that all financial plans assigned are accurate and completed in a timely manner Proactively support the financial planning needs of advisors/Relationship Managers of Scotia Wealth Management in their local market by: Counselling on complex financial planning inquiries Assisting or completing modelling in Conquest Planning Providing answers on related issues such as tax, estate or retirement planning Coaching on financial plan presentations Helping advisors identify referral opportunities within advisor completed plans Experience Strong understanding of the financial planning process including investments, asset protection, retirement, risk management, estate planning and tax planning Excellent interpersonal and communication skills Financial planning software experience, Conquest Planning preferred Experience in client facing roles with the opportunity to provide financial services Education/Skills/Designations Bilingualism in French and English College or University degree In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere. Location(s): Canada: Quebec: Montreal Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted. #J-18808-Ljbffr
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Associate Total Wealth Planner
2 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeRequisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Purpose:The primary purpose of the Associate Total Wealth Planner is to provide plan input support to Senior Total Wealth Planners in market and to provide full planning engagements (discovery to delivery) to existing clients of SWM with...
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Associate Total Wealth Planner
1 week ago
Montreal, Canada Scotiabank Full timeRequisition ID: 233131 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose: The primary purpose of the Associate Total Wealth Planner is to provide plan input support to Senior Total Wealth Planners in market and to provide full planning engagements (discovery to delivery) to existing clients of SWM...
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Senior Total Wealth Planner
1 week ago
Montreal (administrative region), Canada Scotiabank Full timeTitle: Senior Total Wealth Planner - Montreal, QC Requisition ID: 242244 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...
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Senior Total Wealth Planner
3 weeks ago
Montreal (administrative region), Canada Scotiabank Full timeTitle: Senior Total Wealth Planner - Montreal, QC Requisition ID: 242244 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...
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Wealth Planning Associate — Montreal
5 days ago
Montreal (administrative region), Canada Scotiabank Full timeA leading bank in the Americas is seeking an Associate Total Wealth Planner in Montreal. The role involves supporting Senior Total Wealth Planners, providing planning engagements to clients, and offering financial planning advice. Candidates must possess strong interpersonal skills, experience with financial planning software, and be bilingual in French and...
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Senior Total Wealth Planner
2 weeks ago
Montreal (administrative region), Canada Scotiabank Full timeA leading banking institution is seeking a Senior Total Wealth Planner in Montreal. This role involves providing comprehensive financial planning advice to high net worth clients and collaborating with internal teams for optimal service. Candidates must possess a university degree and accredited financial planning designation along with at least 5 years of...
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Senior Total Wealth Planner
2 weeks ago
Montreal (administrative region), Canada Scotiabank Full timeA leading banking institution is seeking a Senior Total Wealth Planner in Montreal. This role involves providing comprehensive financial planning advice to high net worth clients and collaborating with internal teams for optimal service. Candidates must possess a university degree and accredited financial planning designation along with at least 5 years of...
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Senior Total Wealth Planner
2 weeks ago
Montreal (administrative region), Canada Scotiabank Full timeA leading banking institution is seeking a Senior Total Wealth Planner in Montreal. This role involves providing comprehensive financial planning advice to high net worth clients and collaborating with internal teams for optimal service. Candidates must possess a university degree and accredited financial planning designation along with at least 5 years of...
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Associate Wealth Advisor- EN
3 weeks ago
Montreal (administrative region), Canada RBC Dominion Securities Full timeAssociate Wealth Advisor- EN RBC Dominion Securities is currently seeking an Associate Wealth Advisor to join a well‑established advisory team. You will deepen client relationships by offering sound advice and support to clients and the advisory team. Developing and implementing the team’s wealth management strategy for clients is the main focus of this...
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Senior Total Wealth Planner
2 weeks ago
Montreal, Canada Scotiabank Full timeSenior Total Wealth Planner – Montreal, QC Requisition ID: 242244 Purpose of Job Financial Planning is a key service provided to clients of Scotia Wealth Management. The Senior Total Wealth Planner is responsible for proactively providing comprehensive financial planning advice and support to high‑net‑worth clients and acting as the in‑field...
