Strategic Financial Planning Consultant

1 week ago


Old Toronto, Canada Scotiabank Full time

Scotiabank is seeking a highly skilled Senior Total Wealth Planner to join our team.

About the Role

This key position plays a vital role in providing comprehensive financial planning advice and support to high net worth clients.

  • The successful candidate will be responsible for delivering end-to-end goals-based financial plans, gathering key pertinent data and information about the client through deep discovery, preparing and analyzing the financial plan, and reviewing the client-focused executive summary.
  • As a subject matter expert and champion for financial planning, the individual will provide ongoing professional financial planning advice on complex strategies, foster and encourage Advisors and Relationship Managers to incorporate financial planning into their business model, and champion the value, benefits, and outcomes of financial planning.
  • The ideal candidate will develop professional relationships with local external experts to provide optimal service on complex planning matters, remain current on all financial planning-related topics, and contribute to the effective functioning of the Financial Planning Advisory team.
About You

We are looking for an experienced professional with a university degree and an accredited financial planning designation (CFP). The ideal candidate should have a minimum of 5 years of experience as a high net worth financial planner, along with a strong understanding of the financial planning process, investments, asset protection, retirement, estate planning, cash management, and taxation issues.

What We Offer

In this exciting role, you will enjoy a competitive salary range of $120,000 - $180,000 per annum, depending on your level of experience. Additionally, you will have access to a comprehensive benefits package, including health, dental, and vision coverage, as well as a generous pension plan.

Join Our Team

At Scotiabank, we strive to create an inclusive workplace where everyone feels valued, respected, and supported. If you are a motivated and results-driven individual who is passionate about financial planning, we encourage you to apply for this exciting opportunity.



  • Toronto, Ontario, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled Strategic Financial Planning Consultant to join our team at Scotiabank. In this role, you will be responsible for delivering end-to-end financial planning advice and support to high net worth clients.Main ResponsibilitiesGather key information about clients through deep discovery sessions.Prepare, analyze, and...


  • Old Toronto, Canada Sun Life Financial Full time

    Sun Life Financial Seeks Strategic Business ConsultantEstimated salary range for this position is between $84,000 and $138,000 per year.At Sun Life Financial, we are committed to creating a dynamic and inclusive work environment where our employees can grow and thrive. We are seeking an experienced Strategic Business Consultant to join our Corporate Strategy...


  • Old Toronto, Canada Sun Life Financial Full time

    We are seeking a highly skilled Strategic Director of Financial Planning and Insights to join the Finance team at Sun Life General Investment Account.The ideal candidate will lead the quarterly credit cycle reporting process, including preparation of agendas, summarizing executive materials, facilitating credit calls with the Front Office and other teams,...


  • Toronto, Canada BMO Financial Group Full time

    100 King Street West Toronto Ontario,M5X 1A1 Provides wealth planning, advanced financial planning, guidance and counsel focussed on High Net Worth and Ultra High Net Worth (HNW/UHNW) client segments. Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focussed wealth planning experience culminating in a documented...


  • Old Toronto, Canada Sun Life Financial Full time

    About the RoleWe are seeking an experienced Strategic Planning Manager to join our team in Toronto, Ontario. As a key member of our Corporate Development and Strategy group, you will play a critical role in driving enterprise growth initiatives and supporting Sun Life's long-term strategic objectives.ResponsibilitiesDevelop and implement strategic plans to...


  • Old Toronto, Canada Foresters Financial Services, Inc. Full time

    Job SummaryThe Assistant Vice President, Tax and Estate Planning will provide consulting support to Advisors and Wholesalers on tax, product, legal, and accounting issues in complex estate, tax, and business planning situations. This role is national in scope and the incumbent will have the opportunity to build a national advisory practice supporting key...


  • Old Toronto, Canada Foresters Financial Services, Inc. Full time

    Expertise in Complex Tax and Estate PlanningThis role offers the opportunity to develop a national advisory practice, supporting key Advisors, Wholesalers, and business growth. The Assistant Vice President, Tax and Estate Planning will provide consulting support on tax, product, legal, and accounting issues in complex estate, tax, and business planning...


  • Old Toronto, Canada Momentum Financial Services Group Full time

    Momentum Financial Services Group is a leading provider of financial services in North America, with a strong commitment to delivering innovative solutions that meet the evolving needs of consumers and business owners.We are seeking a highly skilled Senior Agile Business Analyst to join our team. The successful candidate will play a key role in driving...


  • Old Toronto, Canada BMO Financial Group Full time

    p>Finances et comptabilitéOur ideal candidate has experience with expense and FTE forecasting, planning, consolidation, cost allocation and analysis for large, complex organizations. A self-starter with excellent Excel, analytical, communication and quantitative skills, and holds either a CPA, CFA or MBA.Develops detailed financial and economic analysis to...


  • Old Toronto, Canada BMO Financial Group Full time

    Job Summary:We are seeking a highly skilled Strategic Financial Leader to join our team at BMO Financial Group. As a key member of our Global Markets Finance department, you will play a critical role in driving business growth and success.About the Role:This is an exciting opportunity to leverage your expertise in financial management to make a significant...


  • Toronto, Ontario, Canada The Mason Group - Strategic Search Partners Full time

    We are seeking a Senior Financial Planning Specialist to join The Mason Group - Strategic Search Partners on a 4-month assignment. This role will play a pivotal part in managing, preparing, assessing, and validating monthly, quarterly, and financial budget reconciliation processes.About the RoleThe ideal candidate will be responsible for performing financial...


  • Old Toronto, Canada Hazelview Investments Inc. Full time

    Company OverviewHazelview Investments is a global real estate investor, owner, and manager. With over $11.8 billion in total assets, the company leverages its expertise to make informed real estate investments and create value for its stakeholders.The company's philosophy extends to human investment, emphasizing the importance of creating an environment that...


  • Old Toronto, Canada BMO Financial Group Full time

    p>Application Deadline:12/05/2024Address:33 Dundas Street WestJob Family Group:Finance & AccountingOur ideal candidate has experience with expense and FTE forecasting, planning, consolidation, cost allocation and analysis for large, complex organizations. A self-starter with excellent Excel, analytical, communication and quantitative skills, and holds either...


  • Old Toronto, Canada Lindt & Sprüngli (Canada), Inc Full time

    Key Responsibilities:As a Senior Manager, FP&A, you will be responsible for coordinating the business P&Ls, providing information to the Senior Leadership team to ensure company objectives are achieved, and identifying areas of risk and implementing plans to mitigate.Financial Planning and Analysis:• Leading the long-term strategic financial planning cycle...


  • Toronto, Canada Watershed Management Consulting (Qatar) Full time

    **Job title**:Consultant, Strategic Planning Services (HealthCare Regulatory body) **About Us**: Welcome to Watershed Management Consulting! We are a Management Consulting organization providing services in: - Management Consulting: - Business Strategy Planning - Change Management - Risk Management - Business Process Engineering - Organizational...


  • Old Toronto, Canada Manulife Insurance Malaysia Full time

    Financial Planning Analyst - Strategic InsightsA career as a Financial Planning Analyst - Strategic Insights at Manulife offers the opportunity to be part of a dynamic team that drives strategic decision-making through accurate and timely financial data.About the Role:We are seeking an experienced Financial Planning Analyst - Strategic Insights who will play...


  • Old Toronto, Canada Foot Locker Full time

    Company OverviewFoot Locker, Inc. is a leading retailer of athletic footwear and apparel. As a global company with a rich history, we strive to provide our customers with the best possible products and services.Job SummaryWe are seeking a highly skilled Strategic Financial Planning Professional to join our team. This individual will be responsible for...


  • Old Toronto, Canada AIG Full time

    Job OverviewWe are seeking an experienced Strategic Financial Planning Leader to join our team in Canada. As a key member of our Finance department, you will be responsible for leading the financial planning and analysis function, driving business growth, and making strategic decisions.


  • Old Toronto, Canada Hazelview Investments Inc. Full time

    Hazelview Investments Inc. is seeking a highly skilled Strategic Financial Planning and Analysis Professional to join our team in Toronto, ON. As a key member of our financial planning and analysis team, you will be responsible for leading and overseeing all aspects of our budgets, forecasts, long and short-term financial plans, financial models, and...


  • Toronto, Canada BMO Financial Group Full time

    100 King Street West Toronto Ontario,M5X 1A1 Develops detailed financial and economic analysis to assist the designated business portfolio with decision support. Works closely with business leaders and Finance partners to provide financial advice and service that supports the financial management activities of the Group/portfolio. Supports the monitoring...