Senior Wealth Strategist

4 weeks ago


Montreal, Quebec, Canada Scotiabank Full time
Senior Total Wealth Planner

Requisition ID: 197060

Key Responsibilities:

  • Develop and implement comprehensive financial plans for high net worth clients.
  • Provide expert financial planning advice on complex strategies.
  • Collaborate with internal colleagues to ensure integrated and organized approach to financial planning.
  • Build relationships with local external experts to provide optimal service on complex planning matters.
  • Contribute to the effective functioning of the Financial Planning Advisory team.

Requirements:

  • Professional designation: CPA.
  • University degree.
  • Accredited financial planning designation (IQPF applicable for Quebec).
  • Minimum of 5 years of experience as a high net worth financial planner.

Preferred Qualifications:

  • TEP designation.
  • Life Insurance license.
  • Professional designation (CMA, CGA, LLB).
  • Canadian Securities Course.
  • Additional estate and/or tax courses.

Language Requirements:

Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English in addition to French because they will be required to work closely with other groups from head office who operate primarily in English and they will serve and English-speaking clientele.



  • Montreal, Quebec, Canada Scotiabank Full time

    Senior Total Wealth PlannerJob Summary:We are seeking a highly skilled Senior Total Wealth Planner to join our team at Scotia Wealth Management. As a key member of our financial planning team, you will be responsible for providing expert financial planning services to our clients.About the Role:The Senior Total Wealth Planner will be responsible...


  • Montreal, Quebec, Canada Scotiabank Full time

    Senior Total Wealth PlannerJob Summary:We are seeking a highly skilled Senior Total Wealth Planner to join our team at Scotia Wealth Management. As a key member of our financial planning team, you will be responsible for providing expert financial planning services to our clients.About the Role:The Senior Total Wealth Planner will be responsible...


  • Montreal, Quebec, Canada Scotiabank Full time

    Job Title:Senior Total Wealth PlannerPurpose of Job:Scotiabank's Scotia Wealth Management division provides key financial planning services to clients. The Senior Total Wealth Planner role is a key part of this service, requiring a strong understanding of financial planning and wealth management strategies.Key Responsibilities:• Develop and implement...


  • Montreal, Quebec, Canada Scotiabank Full time

    Senior Total Wealth PlannerJob Summary:We are seeking a highly skilled Senior Total Wealth Planner to join our team at Scotia Wealth Management. As a key member of our financial planning team, you will be responsible for providing expert financial planning services to our clients.Key Responsibilities:Develop and implement comprehensive financial plans for...


  • Montreal, Quebec, Canada Scotiabank Full time

    Senior Total Wealth PlannerJob Summary:We are seeking a highly skilled Senior Total Wealth Planner to join our team at Scotia Wealth Management. As a key member of our financial planning team, you will be responsible for providing expert financial planning services to our clients.Key Responsibilities:Develop and implement comprehensive financial plans for...


  • Montreal, Quebec, Canada Scotiabank Full time

    Senior Total Wealth PlannerScotiabank is seeking a highly skilled Senior Total Wealth Planner to join our team. As a key member of our Financial Planning Advisory team, you will be responsible for providing comprehensive financial planning advice and support to high net worth clients.Key Responsibilities:Deliver end-to-end goals-based financial plans to...


  • Montreal, Quebec, Canada Scotiabank Full time

    Senior Total Wealth PlannerScotiabank is seeking a highly skilled Senior Total Wealth Planner to join our team. As a key member of our Financial Planning Advisory team, you will be responsible for providing comprehensive financial planning advice and support to high net worth clients.Key Responsibilities:Deliver end-to-end goals-based financial plans to...


  • Montreal, Quebec, Canada Scotiabank Full time

    Senior Total Wealth PlannerScotiabank is seeking a highly skilled Senior Total Wealth Planner to join our team. As a key member of our Financial Planning Advisory team, you will be responsible for providing comprehensive financial planning advice and support to high net worth clients.Key Responsibilities:Deliver end-to-end goals-based financial plans to...


  • Montreal, Quebec, Canada Scotiabank Full time

    Senior Total Wealth Planner Job DescriptionRequisition ID: 197060Scotiabank is seeking a highly skilled Senior Total Wealth Planner to join our team. As a key member of our Financial Planning Advisory team, you will be responsible for providing comprehensive financial planning advice and support to high net worth clients.Key Responsibilities:Deliver...


  • Montreal, Quebec, Canada Scotiabank Full time

    Senior Total Wealth Planner Job DescriptionRequisition ID: 197060Scotiabank is seeking a highly skilled Senior Total Wealth Planner to join our team. As a key member of our Financial Planning Advisory team, you will be responsible for providing comprehensive financial planning advice and support to high net worth clients.Key Responsibilities:Deliver...


  • Montreal, Quebec, Canada Scotiabank Full time

    Senior Total Wealth PlannerScotiabank is seeking a highly skilled Senior Total Wealth Planner to join our team. As a key member of our Financial Planning Advisory team, you will be responsible for providing comprehensive financial planning advice and support to high net worth clients.Key Responsibilities:Deliver end-to-end goals-based financial plans to...


  • Montreal, Quebec, Canada Scotiabank Full time

    Job Summary:The Senior Total Wealth Planner is responsible for delivering comprehensive financial plans to high net worth clients, acting as a subject matter expert and champion for financial planning within Scotia Wealth Management.Main Responsibilities:Gather key data and information about clients through deep discovery.Prepare, analyze, and review...


  • Montreal, Quebec, Canada Scotiabank Full time

    Role Summary:The Senior Total Wealth Planner is a key member of the Scotia Wealth Management team, responsible for providing comprehensive financial planning advice and support to high net worth clients.Main Responsibilities:Deliver end-to-end goals-based financial plans by gathering key data, preparing and analyzing financial plans, and presenting related...


  • Montreal, Quebec, Canada National Bank Full time

    Senior Portfolio StrategistAbout the RoleWe are seeking a highly skilled Senior Portfolio Strategist to join our Wealth Management team at National Bank Financial. As a Portfolio Manager within the UMA team, you will be responsible for managing client accounts and contributing to the development and improvement of the UMA platform and UMA management...


  • Montreal, Quebec, Canada Scotiabank Full time

    Job Summary:We are seeking a highly skilled Senior Total Wealth Planner to join our team at Scotiabank. As a key member of our Financial Planning Advisory team, you will be responsible for providing comprehensive financial planning advice and support to high net worth clients.Main Responsibilities:Deliver end-to-end goals-based financial plans by gathering...


  • Montreal, Quebec, Canada Scotiabank Full time

    Job Summary:We are seeking a highly skilled Senior Total Wealth Planner to join our team at Scotiabank. As a key member of our Financial Planning Advisory team, you will be responsible for providing comprehensive financial planning advice and support to high net worth clients.Main Responsibilities:Deliver end-to-end goals-based financial plans by gathering...


  • Montreal, Quebec, Canada Scotiabank Full time

    Job Summary:We are seeking a highly skilled Senior Total Wealth Planner to join our team at Scotiabank. As a key member of our Financial Planning Advisory team, you will be responsible for providing comprehensive financial planning advice and support to high net worth clients.Main Responsibilities:Deliver end-to-end goals-based financial plans by gathering...


  • Montreal, Quebec, Canada S I Systems Full time

    Job Title: Senior Content StrategistJob Summary: We are seeking a Senior Content Strategist to join our team at S I Systems. As a key member of our Marketing team, you will be responsible for developing and executing content strategies that drive business results.About the Role:Develop and implement content strategies aligned with our business objectives and...


  • Montreal, Quebec, Canada Scotiabank Full time

    Job Title: Senior Total Wealth PlannerRequisition ID: 197060At Scotia Wealth Management, we are committed to delivering exceptional results in a culture that values inclusivity and high performance. Our purpose-driven team is dedicated to providing top-notch financial planning services to our clients.Purpose of Job: As a Senior Total Wealth Planner, you will...


  • Montreal, Quebec, Canada Scotiabank Full time

    Job Title: Senior Total Wealth PlannerJob Summary:As a key member of Scotia Wealth Management, the Senior Total Wealth Planner will provide financial planning services to clients. This role requires a strong understanding of financial planning principles and the ability to develop and implement comprehensive plans.Key Responsibilities:- Develop and implement...