Senior Financial Strategist
4 weeks ago
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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