Senior Wealth Strategist

1 day ago

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

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 to clients, including gathering key data and information, preparing and analyzing financial plans, and presenting related strategies.
  • 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 business results and maintain high levels of customer service.
  • Contribute to the effective functioning of the Financial Planning Advisory team by participating in team learning development activities, building effective working relationships, and facilitating a culture of open communication.
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
Desirable Qualifications:
  • TEP designation
  • Life Insurance license
  • Professional designation (CMA, CGA, LLB)
  • Canadian Securities Course
  • Additional estate and/or tax courses

Scotiabank is an inclusive and accessible employer, committed to creating a work environment that is welcoming and respectful of all employees. If you require accommodation during the recruitment and selection process, please let our Recruitment team know.

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