Senior Wealth Planning Specialist

1 week ago


London, Ontario, Canada Scotiabank Full time

About the Role

We are seeking a Senior Wealth Planning Specialist to join our team at Scotiabank. As an essential member of our Canadian Banking Branch network, your focus will be on providing exceptional service throughout the customer's journey.

  1. You will take a proactive approach to discovering our customers' needs and listen to understand what they are asking for.
  2. Using a holistic approach, you will build our customers' comprehensive plans to help them achieve their goals.
  3. You will develop personalized financial strategies, including day-to-day banking, investments, and borrowing solutions.
  4. You will be part of an organization committed to making a difference in our communities.
  5. You can expect to be recognized and rewarded for high-performance.

Key Responsibilities:

  • Develop and maintain strong relationships with clients to understand their financial needs and provide tailored advice.
  • Conduct needs assessments and create comprehensive plans to meet client objectives.
  • Provide guidance on investment and borrowing solutions to help clients achieve their financial goals.
  • Collaborate with internal stakeholders to ensure seamless delivery of products and services.

About Scotiabank:

Scotiabank is a leading bank in the Americas, guided by our purpose: 'for every future'. We help our customers, their families, and their communities achieve success through a broad range of advice, products, and services.

What You'll Need:

  • Strong communication and interpersonal skills.
  • Ability to work in a fast-paced environment and prioritize multiple tasks.
  • Experience in financial planning and wealth management.
  • Degree in Finance, Business, or related field.

Compensation:

The estimated salary for this role is around $80,000 - $110,000 per year, depending on location and experience. Additionally, you can expect a comprehensive benefits package, opportunities for career growth and development, and a performance-based bonus structure.



  • London, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a skilled Financial Planning Specialist to join our team in London. As a key member of our wealth management team, you will play a crucial role in delivering exceptional client service and contributing to the growth and success of our business.


  • London, Ontario, Canada Q Wealth Partners Full time

    About Q Wealth Partners:We're a leading Canadian wealth management company, managing over $5 billion in assets. Our unique partnership structure combines fintech and media elements, fostering a vibrant culture that thrives on innovation.In this role, you'll be part of our dynamic team, working closely with the executive team to provide legal support and...


  • London, Ontario, Canada Scotiabank Full time

    About Scotia McLeodScotia McLeod, a cornerstone business within Scotia Wealth Management, has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing clients' assets.We empower our employees to deliver Enriched Thinking, a...


  • London, Ontario, Canada CIBC Full time

    About the RoleWe are seeking a highly skilled and motivated Branch Manager to join our Wealth Management team. This is an exciting opportunity to lead a high-performing team and drive business growth in a dynamic environment.Key ResponsibilitiesLead a team of investment advisors and support staff to achieve sales targets and provide exceptional client...


  • London, Ontario, Canada NBC Full time

    Company Overview:National Bank Financial – Wealth Management is a leading mutual funds brokerage firm in Canada. With close to 1,000 investment advisors managing the assets of over 400,000 clients across approximately 100 branches, our team offers a dynamic work environment and cutting-edge collaboration tools.Your Salary:The estimated annual salary for...


  • London, Ontario, Canada Scotiabank Full time

    Overview:We are seeking a strategic wealth advisor to join our team at Scotiabank, where you will have the opportunity to build long-lasting relationships with clients and help them achieve their financial goals.About the Role:This is a $80,000 - $120,000 per year position that involves providing high-quality advice and service to clients in the mass...


  • London, Ontario, Canada Scotiabank Full time

    OverviewScotiabank is a leading financial institution with a strong presence in Canada and around the world. We are committed to delivering exceptional service and creating long-term value for our customers, shareholders, and employees.We are seeking highly motivated and ambitious individuals to join our Wealth Management Associate Program. This program is...


  • London, Ontario, Canada Scotiabank Full time

    About ScotiabankScotiabank is a leading bank in the Americas. Our purpose is to help our customers, their families and their communities achieve success through a broad range of advice, products and services.About the RoleAs a Wealth Management Associate, you will be part of a team that provides strategic borrowing solutions and customized personal banking...


  • London, Ontario, Canada Scotiabank Full time

    ScotiaMcLeod is a cornerstone business within Scotia Wealth Management, renowned for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.Total Wealth PlanningWe're seeking an experienced Business Development Associate to...


  • London, Ontario, Canada NBC Full time

    Build a rewarding career at NBC as a Strategic Financial Partnerships Specialist.About the RoleThis is an exciting opportunity to support clients in achieving their financial goals while fostering long-term relationships.Your Key Responsibilities:Dedicated client management and portfolio supportOffering tailored solutions to meet clients' needsCollaboration...


  • London, Ontario, Canada BDO Canada Full time

    Financial Planning Expert WantedBDO Canada is a leading firm with a strong focus on positive relationships and exceptional service. We are seeking a talented Wealth Management Consultant to join our team in this exciting opportunity.About the RoleWe are looking for an experienced Financial Planner to own key responsibilities including processing client data,...


  • London, Ontario, Canada Randstad Full time

    Key Responsibilities:• Create detailed planning reports to ensure Production Departments meet or exceed master production schedules.• Identify and mitigate critical shortages to minimize impacts on production.• Coordinate with Supply Chain to optimize purchase items and production plans.• Release and review work orders to meet production...


  • London, Ontario, Canada Federal Electric (1976) Ltd Full time

    We are seeking a highly skilled Senior Building Information Modelling Specialist to join our team at Federal Electric (1976) Ltd.About the RoleThis is a full-time position that requires on-site work. The ideal candidate will have a strong background in building information modelling, with experience in preparing engineering designs and drawings.The...


  • London, Ontario, Canada ADP Group Inc. Full time

    About the JobWe are seeking a highly skilled Senior Construction Specialist to join our team at ADP Group Inc.


  • London, Ontario, Canada Aviva Full time

    Aviva is seeking a highly skilled Senior Commercial Underwriter Specialist to join our team. The successful candidate will have a proven track record in commercial insurance underwriting and a strong understanding of the industry.As a Senior Commercial Underwriter Specialist, you will be responsible for servicing a portfolio of commercial insurance business,...


  • London, Ontario, Canada Cleanlist Full time

    About the OpportunityCleanlist is seeking an experienced Financial Operations Specialist to join our team. This role involves ensuring timely and accurate financial administration, data analysis, and process optimization.Key Responsibilities:Organize and track client contracts, maintaining an accurate record of key milestones in our CRM system.Track and...


  • London, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Senior Financial Planning Coordinator to join our team in London. In this role, you will provide administrative support to our financial planning team, assisting in the production of suitability reports and preparation of review meetings.Key Responsibilities:Develop knowledge of investment...


  • London, Ontario, Canada Montrose Environmental Group Full time

    Unlock Your Potential as a Senior Groundwater Modeling SpecialistAt Montrose Environmental Group, we're seeking an exceptional Senior Groundwater Modeling Specialist to join our team of talented professionals.This is an excellent opportunity for you to leverage your expertise in numerical modeling and hydrogeology to make a meaningful impact on complex...


  • London, Ontario, Canada Dechra Full time

    About the OpportunityWe are seeking an experienced Senior Veterinary Sales Specialist to join our team in Southwestern Ontario.As a Senior Veterinary Sales Specialist, you will play a critical role in meeting established sales goals and managing expenses within budget. You will be responsible for conducting veterinary clinic sales calls within your assigned...


  • London, Ontario, Canada Mastercom Inc. Full time

    Mastercom Inc. is seeking an experienced Senior Telecommunications Specialist to join our team in the field of telecommunications equipment maintenance and repair.About the JobThis permanent full-time position involves working with a variety of telecommunications equipment, including cable modems, software, and aerial and underground transmission systems.The...