Senior Wealth Planner – High‑Net‑Worth Client Advisory

A leading bank in the Americas is seeking a Senior Total Wealth Planner in Montreal. This role involves providing comprehensive financial planning advice to high net worth clients, ensuring alignment with their needs. The ideal candidate will have a CPA, relevant degree, and a minimum of 5 years' experience. This position fosters team collaboration and...

A leading financial institution in Montreal is seeking a Senior Total Wealth Planner. This role involves providing comprehensive financial planning advice to high-net-worth clients and collaborating with internal experts. The ideal candidate will have a university degree, a financial planning designation, and at least five years of experience. Strong...

A leading financial institution in Montreal is seeking a Senior Total Wealth Planner. This role involves providing comprehensive financial planning advice to high-net-worth clients and collaborating with internal experts. The ideal candidate will have a university degree, a financial planning designation, and at least five years of experience. Strong...

A leading financial institution in Montreal is seeking a Senior Total Wealth Planner. This role involves providing comprehensive financial planning advice to high-net-worth clients and collaborating with internal experts. The ideal candidate will have a university degree, a financial planning designation, and at least five years of experience. Strong...

A leading financial institution in Montreal is seeking a Senior Total Wealth Planner. This role involves providing comprehensive financial planning advice to high net worth clients, building professional relationships, and facilitating workshops. Candidates should possess a university degree, relevant certifications, and a minimum of 5 years of experience in...

A leading banking institution is seeking a Senior Total Wealth Planner in Montreal. This role involves providing comprehensive financial planning advice to high net worth clients and collaborating with internal teams for optimal service. Candidates must possess a university degree and accredited financial planning designation along with at least 5 years of...

A leading banking institution is seeking a Senior Total Wealth Planner in Montreal. This role involves providing comprehensive financial planning advice to high net worth clients and collaborating with internal teams for optimal service. Candidates must possess a university degree and accredited financial planning designation along with at least 5 years of...

A leading banking institution is seeking a Senior Total Wealth Planner in Montreal. This role involves providing comprehensive financial planning advice to high net worth clients and collaborating with internal teams for optimal service. Candidates must possess a university degree and accredited financial planning designation along with at least 5 years of...

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 responsible to proactively provide comprehensive financial planning advice and support to high net...

Title: 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...