Senior Wealth Strategist
4 days ago
Senior Total Wealth Planner
Job Summary:
As a Senior Total Wealth Planner at Scotia Wealth Management, you will play a key role in providing financial planning services to clients. Your expertise will help clients achieve their financial goals and objectives.
Key Responsibilities:
1. Develop and implement comprehensive financial plans for clients.
2. Conduct financial needs assessments and provide recommendations for investment and wealth management strategies.
3. Collaborate with other professionals to ensure seamless delivery of financial planning services.
Requirements:
1. Strong understanding of financial planning principles and practices.
2. Excellent communication and interpersonal skills.
3. Ability to work in a team environment and build strong relationships with clients and colleagues.
About Scotia Wealth Management:
Scotia Wealth Management is a leading provider of wealth management services in Canada. Our team of experts is dedicated to helping clients achieve their financial goals and objectives.
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