Strategic Financial Planning Consultant
1 week ago
Scotiabank is seeking a highly skilled Senior Total Wealth Planner to join our team.
About the RoleThis 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.
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 OfferIn 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 TeamAt 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.
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