Financial Services Planner

4 weeks ago

Montreal, Quebec, Canada Scotiabank Full time

Job Title: Financial Services Planner - Wealth Management

  • Overview: In the realm of Scotia Wealth Management, financial planning stands as a cornerstone service. The Financial Services Planner is a seasoned professional tasked with delivering thorough and proactive financial planning guidance to affluent clients.
  • Client Engagement: Conduct comprehensive research to gather essential data on clients.
  • Relationship Development: Discover avenues to enhance client connections, thereby fostering improved business results.
  • Advocacy for Financial Planning: Serve as a knowledgeable advocate for financial planning, which is integral to Scotia Wealth Management's offerings:
    • Deliver expert financial planning counsel on intricate strategies.
    • Motivate advisors and Business Relationship Managers (BRMs) to weave financial planning into their operational frameworks.
    • Highlight the significance, advantages, and outcomes of financial planning to advisors, BRMs, and clients, ensuring a cohesive and systematic approach.
  • Technical Support: Offer guidance on the utilization of local financial planning software.
  • Educational Initiatives: Organize and lead workshops and seminars for clients and staff on relevant financial planning subjects.
  • Collaboration with Specialists: Forge professional connections with external experts (such as CPAs, attorneys, or other qualified professionals) to deliver exceptional service in complex planning scenarios.
  • Professional Standards: Uphold the established practices of financial planning and adhere to internal service agreements:
    • Remain updated on current financial planning trends.
    • Engage actively in the Financial Planning team's training and development efforts, contributing to overall performance.
    • Ensure consistent quality service to clients.
  • Expertise: Possess in-depth technical and practical knowledge of the financial planning process, encompassing investments, asset protection, retirement strategies, estate planning, cash management, and tax considerations.
  • Software Proficiency: Have extensive knowledge of financial planning software (Naviplan).
  • Educational Background: A University Degree is required.
  • Language Proficiency: As per the language needs assessment by Scotiabank, the successful candidate must be proficient in both English and French to facilitate collaboration with various head office teams and cater to an English-speaking clientele.
  • Commitment to Client Success: We are dedicated to enhancing the success of our clients, their families, and communities by offering expert advice and a diverse array of products and services, including retail, business, private banking, investment, wealth management, and capital markets services.

  • Financial Planner

    3 days ago

    Montreal, Quebec, Canada Banque Nationale Full time

    About the RoleWe are seeking a highly skilled Financial Planner to join our team at Banque Nationale. As a Financial Planner, you will play a key role in helping our clients achieve their financial goals through personalized financial planning.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking into account their...

  • Financial Planner

    4 days ago

    Montreal, Quebec, Canada Banque Nationale Full time

    About the RoleWe are seeking a highly skilled Financial Planner to join our team at Banque Nationale. As a Financial Planner, you will play a key role in helping our clients achieve their financial goals through personalized financial planning.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking into account their...

  • Financial Planner

    7 days ago

    Montreal, Quebec, Canada Banque Nationale Full time

    About the RoleWe are seeking a highly skilled Financial Planner to join our team at Banque Nationale. As a Financial Planner, you will play a key role in helping our clients achieve their financial goals through personalized financial planning.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking into account their...

  • Financial Planner

    1 week ago

    Montreal, Quebec, Canada Banque Nationale Full time

    About the RoleWe are seeking a highly skilled Financial Planner to join our team at Banque Nationale. As a Financial Planner, you will play a key role in helping our clients achieve their financial goals through personalized financial planning.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clients, taking into account their...

  • Financial Planner Relationship

    3 days ago

    Montreal, Quebec, Canada Royal Bank of Canada Full time

    Financial Planner RBC is seeking a skilled Financial Planner to join our team in the North East of Montreal region. As a Financial Planner, you will have the opportunity to manage and grow a portfolio of mass affluent clients, providing comprehensive reviews of their financial circumstances and creating long-term relationships through superior advice and...

  • Senior Financial Planner

    7 days ago

    Montreal, Quebec, Canada Scotiabank Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Financial Planner to join our team at Scotiabank. As a Senior Financial Planner, you will be responsible for providing comprehensive financial planning advice and support to high net worth clients.Main ResponsibilitiesFinancial Planning: Develop and implement comprehensive financial plans for...

  • Senior Financial Planner

    1 week ago

    Montreal, Quebec, Canada Scotiabank Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Financial Planner to join our team at Scotiabank. As a Senior Financial Planner, you will be responsible for providing comprehensive financial planning advice and support to high net worth clients.Main ResponsibilitiesFinancial Planning: Develop and implement comprehensive financial plans for...

  • Senior Financial Planner

    5 days ago

    Montreal, Quebec, Canada Scotiabank Full time

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

  • Senior Financial Planner

    5 days ago

    Montreal, Quebec, Canada Scotiabank Full time

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

  • Senior Financial Planner

    3 days ago

    Montreal, Quebec, Canada Scotiabank Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Financial Planner to join our team at Scotiabank. As a Senior Financial Planner, you will be responsible for providing comprehensive financial planning advice and support to high net worth clients.Main ResponsibilitiesDeliver End-to-End Financial PlansGather key data and information about...

  • Senior Financial Planner

    3 days ago

    Montreal, Quebec, Canada Scotiabank Full time

    Job SummaryWe are seeking a highly skilled and experienced Senior Financial Planner to join our team at Scotiabank. As a Senior Financial Planner, you will be responsible for providing comprehensive financial planning advice and support to high net worth clients.Main ResponsibilitiesDeliver End-to-End Financial PlansGather key data and information about...

  • Financial Planner, Downtown Montreal

    18 hours ago

    Montreal, Quebec, Canada Scotiabank Full time

    Financial Planner RoleWe are seeking a skilled Financial Planner to join our team in Montreal. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct comprehensive financial planning reviews for assigned clients,...

  • Financial Planner, Downtown Montreal

    15 hours ago

    Montreal, Quebec, Canada Scotiabank Full time

    Financial Planner RoleWe are seeking a skilled Financial Planner to join our team in Montreal. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct comprehensive financial planning reviews for assigned clients,...

  • Lead Financial Planner

    4 weeks ago

    Montreal, Quebec, Canada Scotiabank Full time

    Overview:As a pivotal member of the Scotia Wealth Management team, the Senior Scheduler plays a crucial role in delivering exceptional financial planning services to affluent clients. The Senior Total Wealth Planner is tasked with providing thorough financial planning guidance and support, acting as the in-field expert in this domain. Key Responsibilities:#...

  • Senior Financial Planner

    1 week ago

    Montreal, Quebec, Canada Scotiabank Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Planner to join our team at Scotiabank. As a key member of our Wealth Management team, you will be responsible for providing comprehensive financial planning advice and support to high net worth clients.Main ResponsibilitiesDeliver End-to-End Financial PlansGather key data and information about...

  • Senior Financial Planner

    7 days ago

    Montreal, Quebec, Canada Scotiabank Full time

    Job SummaryWe are seeking a highly skilled Senior Financial Planner to join our team at Scotiabank. As a key member of our Wealth Management team, you will be responsible for providing comprehensive financial planning advice and support to high net worth clients.Main ResponsibilitiesDeliver End-to-End Financial PlansGather key data and information about...

  • Financial Planner Relationship Manager

    15 hours ago

    Montreal, Quebec, Canada Royal Bank of Canada Full time

    {"Job Title": "Financial Planner Relationship", "Job Description": "Opportunity OverviewAs a Financial Planner Relationship at Royal Bank of Canada, you will have the opportunity to manage and grow a portfolio of mass affluent clients. Your role will involve providing ongoing comprehensive reviews of your clients' financial circumstances, creating long-term...

  • Financial Planner, Chabanel, Montreal

    19 hours ago

    Montreal, Quebec, Canada Scotiabank Full time

    Financial Planning ExpertiseWe are seeking a skilled Financial Planner to join our team at Scotiabank. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct in-depth reviews for assigned clients, including...

  • Financial Planner, Chabanel, Montreal

    16 hours ago

    Montreal, Quebec, Canada Scotiabank Full time

    Financial Planning ExpertiseWe are seeking a skilled Financial Planner to join our team at Scotiabank. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct in-depth reviews for assigned clients, including...

  • Financial Planner, Chabanel, Montreal

    1 week ago

    Montreal, Quebec, Canada Scotiabank Full time

    About the RoleWe are seeking a highly motivated and experienced Financial Planner to join our team in Montreal. As a Financial Planner, you will be responsible for developing and deepening client relationships by providing high-quality advice and service within the mass affluent market.Key ResponsibilitiesConduct in-depth reviews for assigned clients,...