Senior Wealth Strategist
3 weeks ago
Job 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 key data, preparing and analyzing financial plans, and presenting strategies to clients.
- Act as a subject matter expert and champion for financial planning, providing ongoing professional advice and fostering collaboration among advisors and relationship managers.
- 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.
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
Preferred Qualifications:
- TEP designation
- Life Insurance license
- Professional designation (CMA, CGA, LLB)
- Canadian Securities Course
- Additional estate and/or tax courses
Language Requirements:
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.
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