Strategic Total Wealth Planner for HNW Clients
3 weeks ago
A prominent financial institution in Halifax is seeking a Senior Total Wealth Planner to provide comprehensive financial planning advice to high-net-worth clients. The role includes building professional relationships with clients and internal advisors while delivering tailored financial strategies that align with client needs. Qualified candidates should possess a university degree, CFP designation, and a minimum of five years' relevant experience. This position is pivotal in enhancing Scotiabank's wealth management services.#J-18808-Ljbffr
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Halifax, Canada Scotiabank Full timeA prominent financial institution in Halifax is seeking a Senior Total Wealth Planner to provide comprehensive financial planning advice to high-net-worth clients. The role includes building professional relationships with clients and internal advisors while delivering tailored financial strategies that align with client needs. Qualified candidates should...
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Halifax, Canada Scotiabank Full timeA prominent financial institution in Halifax is seeking a Senior Total Wealth Planner to provide comprehensive financial planning advice to high-net-worth clients. The role includes building professional relationships with clients and internal advisors while delivering tailored financial strategies that align with client needs. Qualified candidates should...
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Senior Total Wealth Planner
19 hours ago
Halifax, Canada Scotiabank Full timeRequisition ID: 245280 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...
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Senior Total Wealth Planner
16 hours ago
Halifax, Canada Scotiabank Full timeRequisition ID: 245280Join 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...
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Senior Total Wealth Planner
3 weeks ago
Halifax, Canada Scotiabank Full timeJoin 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 will proactively provide comprehensive financial planning advice and support to high‑net‑worth clients and act as the...
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Senior Total Wealth Planner
1 week ago
Halifax, Canada Scotiabank Full timeJoin 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 will proactively provide comprehensive financial planning advice and support to high‑net‑worth clients and act as the...
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Senior Total Wealth Planner
1 week ago
Halifax, Canada Scotiabank Full timeJoin 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 will proactively provide comprehensive financial planning advice and support to high‑net‑worth clients and act as the...
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Halifax, Canada Scotia Wealth Management Full timeA leading wealth management firm is looking for an Administrative Associate in Halifax, Nova Scotia. You will ensure high client service through effective administration and contribute to the success of Wealth Advisors. Key responsibilities include managing client inquiries, providing marketing assistance, and support for business growth. Ideal candidates...
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Halifax, Canada Scotiabank Full timeRequisition ID: 221400 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Scotiatrust Estate & Trust Consultant, you are a key member of the Scotiatrust team, providing clients with a premium wealth management experience. As part of an innovative team-based approach to wealth management, you will work...
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Estate and Trust Consultant
5 days ago
Halifax, Canada Scotiabank Full timeRequisition ID: 201404 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Scotiatrust Estate & Trust Consultant, you are a key member of the Scotiatrust team, providing clients with a premium wealth management experience. As part of an innovative team-based approach to wealth management, you will work...