Current jobs related to Senior Wealth Planning Strategist - Montreal, Quebec - Scotiabank

  • Senior Wealth Strategist

    4 weeks ago

    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...

  • Senior Wealth Strategist

    4 weeks ago

    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...

  • Senior Wealth Strategist

    2 weeks ago

    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...

  • Senior Wealth Strategist

    4 weeks ago

    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...

  • Senior Wealth Strategist

    4 weeks ago

    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...

  • Senior Wealth Strategist

    2 months ago

    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...

  • Senior Wealth Strategist

    1 month ago

    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...

  • Senior Wealth Strategist

    4 weeks ago

    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...

  • Senior Wealth Strategist

    1 month ago

    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...

  • Senior Wealth Strategist

    1 month ago

    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...

  • Senior Wealth Strategist

    1 month ago

    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...

  • Senior Wealth Strategist

    3 weeks ago

    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...

  • Senior Wealth Strategist

    3 weeks ago

    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...

  • Senior Portfolio Strategist

    2 weeks ago

    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...

  • Senior Wealth Strategist

    4 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    Senior Total Wealth PlannerRequisition ID: 197060Key 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...

  • Senior Wealth Strategist

    4 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    Senior Total Wealth PlannerRequisition ID: 197060Key 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...

  • Senior Wealth Strategist

    3 weeks ago

    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...

  • Senior Wealth Strategist

    3 weeks ago

    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...

  • Senior Wealth Strategist

    3 weeks ago

    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...

  • Senior Wealth Planning Expert

    11 hours ago

    Montreal, Quebec, Canada Scotiabank Full time

    Job OverviewWe are seeking an experienced Senior Total Wealth Planner to join our team in Montreal, Quebec.The ideal candidate will have a strong background in financial planning and a proven track record of delivering high-quality service to clients.Key ResponsibilitiesDeliver comprehensive financial plans to high net worth clients, utilizing deep discovery...

Senior Wealth Planning Strategist

3 months ago

Montreal, Quebec, Canada Scotiabank Full time

Job Title: Senior Wealth Planning Strategist

Become a vital member of a dedicated and results-driven team that thrives in a culture of inclusivity and high performance.

Financial planning stands as a cornerstone service provided to clients of Scotia Wealth Management. The Senior Wealth Planning Strategist is a specialist in this domain, tasked with delivering thorough and proactive financial planning counsel and support to affluent clients.

  • Craft detailed financial strategies tailored to client goals, which include:
  • Collecting essential data through comprehensive client analysis.
  • Drafting, assessing, and refining the financial strategy and client needs overview to ensure it meets their unique specifications.
  • Presenting the financial strategy and related tactics to the client.
  • Spotting opportunities to strengthen client relationships and enhance business results.

Serve as a specialist and advocate for financial planning, a key offering of Scotia Wealth Management:

  • Deliver expert financial planning advice on intricate strategies.
  • Motivate advisors and Business Relationship Managers to weave financial planning into their operational frameworks.
  • Highlight the advantages, benefits, and results of financial planning to both advisors and clients.
  • Collaborate with internal partners (taxation, insurance, estate and trust, philanthropy, etc.) to ensure a cohesive and structured approach to financial planning.
  • Provide guidance and support in utilizing local software.
  • Organize and lead workshops and seminars for clients and staff on contemporary financial planning subjects.

Foster Relationships:

  • Build professional connections with local external specialists (such as CPAs, attorneys, or other qualified professionals) to deliver optimal service in complex planning scenarios.
  • Develop relationships with advisors, Business Relationship Managers, and other internal specialists to promote teamwork.

Adhere to established professional practices of financial planning and comply with internal service level agreements:

  • Stay updated on all matters related to financial planning.
  • Follow standard procedures, best practices, and professional codes of conduct concerning client affairs.
  • Meet or surpass expectations regarding service level agreements.

Contribute to the effective operation of the Financial Planning team:

  • Engage actively in team learning and development initiatives and enhance team performance.
  • Maintain effective working relationships with team members and various business sector resources and functions.
  • Deliver quality service to clients consistently.
  • Encourage a culture of open and honest communication.
  • Participate in individual review meetings and team discussions.
  • Support the expression of innovative ideas or approaches.
  • Share knowledge and experience to aid in the development of all team members.
  • Design and implement a relevant employee development plan.

Essential Skills:

  • Possess extensive technical and practical knowledge of the financial planning process.
  • Ability to simplify complex financial concepts.
  • Demonstrate excellent interpersonal skills and the capacity to quickly establish trust.
  • Have practical knowledge of wealth management activities, including the value proposition, various products and services offered to high-net-worth clients, and their delivery methods.
  • Work independently and proactively, as well as collaboratively within a team of experts to identify opportunities while providing exceptional client service. Additionally, leverage expertise at the right time and in the appropriate manner to optimize client service and wealth management team opportunities.
  • Possess in-depth knowledge of financial planning software (Naviplan).
  • Willingness to travel within a specific region to meet with clients to achieve goals efficiently.
  • Knowledge of insurance products and solutions.

Educational Background:

  • University degree.
  • Certified Financial Planner designation (IQPF - title applies only in Quebec).
  • Minimum of 5 years of experience as a financial planner for high-net-worth clients.

Preferred Qualifications:

  • Life Insurance certification.
  • Professional designation (CA, CMA, CGA, LLB).
  • Canadian Securities Course.
  • Additional courses on estate planning or taxation.

Fluency in English and French is required for this role based on the assessment of language needs conducted by Scotia Bank. The successful candidate must be able to collaborate closely with other head office teams primarily working in English and serve an English-speaking clientele.

Scotiabank is a leading bank in Canada and a financial services provider in the Americas. We are committed to the future of all and contribute to the success of our clients, their families, and communities by offering advice and a wide range of products and services, including personal, business, and corporate banking, private banking, investment and wealth management, as well as capital markets services. We value the unique skills and experiences that each individual brings to the Bank, and we are dedicated to providing an inclusive and accessible environment for all.

If you require accommodation during the recruitment and selection process (e.g. an accessible interview location, documents in an alternate format, sign language interpreter, or assistive technology), please inform our recruitment team. For technical support, click here. Candidates must apply directly online. We thank all applicants for their interest in Scotiabank; however, only those selected for an interview will be contacted.