Senior Wealth Strategist
3 days ago
Job 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 clients, taking into account their unique goals, risk tolerance, and financial situations.
- Provide ongoing financial planning and investment advice to clients, ensuring they are on track to meet their financial objectives.
- Collaborate with other members of the financial planning team to ensure seamless delivery of services to clients.
- Stay up-to-date with industry trends and developments, and apply this knowledge to enhance our services and offerings.
About Scotia Wealth Management:
Scotiabank is a leading financial services provider, committed to helping our clients achieve their financial goals. Our wealth management team is dedicated to providing expert advice and guidance to individuals, families, and businesses.
What We Offer:
- A dynamic and supportive work environment
- Opportunities for professional growth and development
- A competitive compensation and benefits package
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Montreal, Quebec, Canada Scotiabank Full timeSenior Total Wealth PlannerRequisition ID: 197060We are seeking a highly skilled Senior Total Wealth Planner to join our team at Scotiabank. As a key member of our Wealth Management group, 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...
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