Associate Total Wealth Planner
2 days ago
Requisition ID: 233131 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose: The primary purpose of the Associate Total Wealth Planner is to provide plan input support to Senior Total Wealth Planners in market and to provide full planning engagements (discovery to delivery) to existing clients of SWM with investable assets of less than a million. Key Accountabilities: Support the planning needs of the local Senior Total Wealth Planner by: Inputting data and scenario modelling in the Conquest Planning software Identifying and communicating referral opportunities within each plan Ensuring that all financial plans assigned are accurate, and completed in a timely manner pursuant to a Service Level Agreement Provide Wealth Planning services directly to clients below the million dollar threshold by: Completing the planning process from discovery to plan presentation Consulting with members of Team of Specialists to assist in uncovering appropriate strategies as appropriate Working with Total Wealth Manager to promote the benefits of planning Ensuring that all financial plans assigned are accurate and completed in a timely manner Proactively support the financial planning needs of advisors/Relationship Managers of Scotia Wealth Management in their local market by: Counselling on complex financial planning inquiries Assisting or completing modelling in Conquest Planning Providing answers on related issues such as tax, estate or retirement planning Coaching on financial plan presentations Helping advisors identify referral opportunities within advisor completed plans Experience: Strong understanding of the financial planning process including investments, asset protection, retirement, risk management, estate planning and tax planning Excellent interpersonal and communication skills Financial planning software experience, Conquest Planning preferred Experience in client facing roles with the opportunity to provide financial services Education/Skills/Designations: Bilingualism in French and English IQPF designation College or University degree In addition to French, the successful candidate must also have sufficient knowledge of English, as the work involves interacting and collaborating regularly with groups and individuals based in Toronto, as well as constantly interacting with other people, including clients, who speak English, locally and elsewhere. #LI-CV1
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Associate Total Wealth Planner
6 days ago
Montreal, Quebec, Canada Scotiabank Full timeRequisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Purpose:The primary purpose of the Associate Total Wealth Planner is to provide plan input support to Senior Total Wealth Planners in market and to provide full planning engagements (discovery to delivery) to existing clients of SWM with...
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Associate Total Wealth Planner
1 week ago
(s): Canada : Quebec : Montreal Scotiabank Global Site Full timeRequisition ID: 233131Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Purpose:The primary purpose of the Associate Total Wealth Planner is to provide plan input support to Senior Total Wealth Planners in market and to provide full planning engagements (discovery to delivery) to existing clients of SWM...
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Associate Total Wealth Planner
2 weeks ago
Montreal, Canada Scotiabank Full timeRequisition ID: 233131Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose:The primary purpose of the Associate Total Wealth Planner is to provide plan input support to Senior Total Wealth Planners in market and to provide full planning engagements (discovery to delivery) to existing clients of...
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Senior Total Wealth Planner
1 week ago
Montreal, Quebec, Canada Scotiabank Full timeRequisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Purpose of Job:Financial Planning is a key service provided to clients of Scotia Wealth Management. The Senior Total Wealth Planner is responsible to proactively provide comprehensive financial planning advice and support to high net worth...
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Senior Total Wealth Planner
7 days ago
Montreal, Canada Scotiabank Full timeSenior Total Wealth Planner – Montreal, QC Requisition ID: 242244 Purpose of Job Financial Planning is a key service provided to clients of Scotia Wealth Management. The Senior Total Wealth Planner is responsible for proactively providing comprehensive financial planning advice and support to high‑net‑worth clients and acting as the in‑field...
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Senior Total Wealth Planner
2 weeks ago
Montreal, Canada Scotiabank Full timeSenior Total Wealth Planner – Montreal, QC Requisition ID: 242244 Purpose of Job Financial Planning is a key service provided to clients of Scotia Wealth Management. The Senior Total Wealth Planner is responsible for proactively providing comprehensive financial planning advice and support to high‑net‑worth clients and acting as the in‑field...
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Senior Total Wealth Planner
2 weeks ago
Montreal, Canada Scotiabank Full timeSenior Total Wealth Planner – Montreal, QC Requisition ID: Purpose of Job Financial Planning is a key service provided to clients of Scotia Wealth Management. The Senior Total Wealth Planner is responsible for proactively providing comprehensive financial planning advice and support to high‑net‑worth clients and acting as the in‑field...
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Senior Total Wealth Planner
2 weeks ago
Montreal, Canada Scotiabank Full timeSenior Total Wealth Planner - Montreal, QC 2 days ago Be among the first 25 applicants Requisition ID: 242244 Join a purpose driven winning team, committed to results, in an inclusive and high‑performing culture. Purpose Of Job Financial Planning is a key service provided to clients of Scotia Wealth Management. The Senior Total Wealth Planner is...
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Senior Total Wealth Planner
3 weeks ago
Montreal, Canada Scotiabank Full timeTitle: Senior Total Wealth Planner - Montreal, QC Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose of Job: Financial Planning is a key service provided to clients of Scotia Wealth Management. The Senior Total Wealth Planner is responsible to proactively provide comprehensive...
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Senior Total Wealth Planner
2 weeks ago
Montreal, Canada Scotiabank Full timeSenior Total Wealth Planner - Montreal, QC 2 days ago Be among the first 25 applicants Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high‑performing culture. Purpose Of Job Financial Planning is a key service provided to clients of Scotia Wealth Management. The Senior Total Wealth Planner is responsible to...
