Senior Wealth Strategist
1 month ago
Requisition ID: 197060
Scotiabank 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 by gathering key data and information, preparing and analyzing financial plans, and presenting them to clients.
- Act as a subject matter expert and champion for financial planning, providing ongoing professional advice on complex strategies and fostering collaboration among team members.
- Build relationships with external experts, internal advisors, and clients to drive collaboration and deliver exceptional service.
- Contribute to the effective functioning of the Financial Planning Advisory team by participating in team learning and development activities, building effective working relationships, and maintaining a high level of customer service.
- 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
- TEP designation
- Life Insurance license
- Professional designation (CMA, CGA, LLB)
- Canadian Securities Course
- Additional estate and/or tax courses
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.
-
Senior Wealth Strategist
4 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeSenior 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 timeSenior 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 timeJob 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 timeSenior 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 timeSenior 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 timeSenior 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 timeSenior 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 timeSenior 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 timeSenior 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 timeJob 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 timeRole 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 timeSenior 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 timeSenior 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 timeSenior 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 timeJob 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 timeJob 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 timeJob 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 Content Strategist
3 days ago
Montreal, Quebec, Canada S I Systems Full timeJob 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...
-
Senior Financial Strategist
3 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeJob 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...
-
Senior Financial Strategist
3 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeJob 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...