Shape clients' financial futures as a Senior Financial Planner in a client-centric, collaborative environment. Utilize advanced wealth strategies and software to deliver comprehensive planning solutions.
In this role, you'll support an Advisor in creating Total Wealth Plans that address the diverse needs of clients. By engaging in deep discovery and collaborating with wealth specialists, you will enhance client relationships and ensure their best interests are met. You'll also assist in delivering seminars on pertinent financial topics, ensuring all practices align with professional standards.
Key Responsibilities:
• Support financial planning processes for Advisors' clients
• Implement Total Wealth Strategies with specialists
• Foster a client-focused culture for deeper connections
• Assist in creating client seminars on financial planning
• Maintain current knowledge of financial planning trends
Requirements:
• CFP or IQFP designation plus 2 years of experience
• Proficient in financial planning software
• Experience with Total Wealth Planning engagement
• Strong communication and interpersonal skills
• Knowledgeable about comprehensive financial planning
Embrace the chance to empower clients' financial journeys by delivering impactful wealth management insights and strategies.
#J-18808-Ljbffr
Apply on Kit Job: kitjob.ca/job/2fskbx
📌 Become a Senior Financial Planner Driving Wealth Management Innovations (Toronto)
🏢 Scotiabank
📍 Toronto
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.