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Senior Wealth Strategist

2 months ago

Montreal, Quebec, Canada Scotiabank Full time
Senior Total Wealth Planner

Requisition ID: 197060

We are seeking a highly skilled Senior Total Wealth Planner to join our team at Scotiabank. As a key member of our Wealth Management group, you will be responsible for providing comprehensive financial planning advice and support to high net worth clients.

Key Responsibilities:
  • Deliver end-to-end goals-based financial plans by gathering key data and information about clients, preparing and analyzing financial plans, and presenting them to clients.
  • Act as a subject matter expert and champion for financial planning, providing ongoing professional advice on complex strategies and fostering collaboration among team members.
  • Build relationships with local external experts and internal advisors to drive collaboration and provide optimal service to clients.
  • 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
Desirable Qualifications:
  • TEP designation
  • Life Insurance license
  • Professional designation (CMA, CGA, LLB)
  • Canadian Securities Course
  • Additional estate and/or tax courses

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 because they will be required to work closely with other groups from head office who operate primarily in English and they will serve and English-speaking clientele.