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Strategic Wealth Advisor

2 months ago

Montreal, Quebec, Canada Scotiabank Full time

Key Responsibilities:

The Senior Total Wealth Planner will be responsible for delivering comprehensive financial planning advice and support to high net worth clients, acting as the in-field subject matter expert and champion.

Key Accountabilities:

  • Developing and delivering end-to-end goals-based financial plans to clients, including gathering key data, preparing and reviewing financial plans, and presenting related strategies.
  • Providing ongoing professional financial planning advice on complex strategies and collaborating with internal colleagues to ensure an integrated approach to financial planning.
  • Building professional relationships with external experts and internal stakeholders to drive collaboration and maximize client service.
  • Participating in team learning development activities, maintaining high customer service standards, and contributing to a culture of open and honest communication.
  • Developing and executing a meaningful employee development plan and maintaining a comprehensive technical understanding of the financial planning process.

Functional Competencies:

  • Excellent presentation skills, with the ability to present complex financial concepts in an easily understood manner.
  • Comprehensive technical understanding and execution of the financial planning process, including investments, asset protection, retirement, estate planning, cash management, and taxation issues.
  • Working knowledge of the Wealth Management business line, including the value proposition, products, and services provided to high net worth clients.
  • Ability to work independently and within a team to identify opportunities and provide the highest level of service to clients.

Educational 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

Desirables:

  • TEP designation
  • Life Insurance license
  • Professional designation (CMA, CGA, LLB)
  • Canadian Securities Course
  • Additional estate and/or tax courses