Senior Financial Strategist

4 weeks ago


Montreal, Quebec, Canada Scotiabank Full time
Job Title: Senior Total Wealth Planner

Job 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 financial plans for clients
- Conduct financial needs assessments and provide recommendations
- Collaborate with other professionals to provide integrated wealth management solutions

Requirements:

- Bachelor's degree in a related field
- Professional designation in financial planning
- Minimum 5 years of experience in financial planning

What We Offer:

- Competitive salary and benefits package
- Opportunities for professional growth and development
- Collaborative and dynamic work environment

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