Strategic Total Wealth Planner for HNW Clients

A prominent financial institution in Halifax is seeking a Senior Total Wealth Planner to provide comprehensive financial planning advice to high-net-worth clients. The role includes building professional relationships with clients and internal advisors while delivering tailored financial strategies that align with client needs. Qualified candidates should...

1675 Grafton Street Halifax Nova Scotia,B3J 0E9 Provides wealth planning, advanced financial planning, guidance and counsel focused on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with BMO Private Wealth relationship managers to develop and deliver a client-focussed wealth planning experience...

1675 Grafton Street Halifax Nova Scotia,B3J 3N8 Provides wealth planning, advanced financial planning, guidance and counsel focussed on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focussed wealth planning experience culminating in a...

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...

Requisition ID: 245280Join 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...

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...

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 will proactively provide comprehensive financial planning advice and support to high‑net‑worth clients and act as the...

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 will proactively provide comprehensive financial planning advice and support to high‑net‑worth clients and act as the...

Requisition ID: 231602 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose** Contributes to the overall success of the Client Solutions group in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives....

A leading wealth management firm is looking for an Administrative Associate in Halifax, Nova Scotia. You will ensure high client service through effective administration and contribute to the success of Wealth Advisors. Key responsibilities include managing client inquiries, providing marketing assistance, and support for business growth. Ideal candidates...