Join Scotiabank as a Senior Total Wealth Planner in Montreal, QC, and leverage your expertise in financial planning for high net worth clients. This role focuses on delivering comprehensive financial advice and enhancing client relationships. As a Senior Total Wealth Planner, you will provide detailed, goal-oriented financial planning services.

Your responsibilities include gathering and analyzing client data, presenting tailored financial strategies, and collaborating with internal teams to deliver exceptional financial advice. The position requires building robust relationships with advisors, clients, and external experts to ensure a cohesive financial approach. Key Responsibilities:
Develop end-to-end financial plans tailored to client needs
Analyze and review comprehensive financial strategies




Present financial plans and suggest actionable insights
Strengthen relationships with clients and internal advisors
Facilitate workshops on financial planning topics Requirements:
Accredited financial planning designation required
Minimum 5 years of experience in financial planning
University degree and life insurance license
Proficient in Naviplan financial software
Bilingual in French and English for client interactions Utilize your financial expertise to make a meaningful impact on clients' wealth management strategies at Scotiabank.

📌 Senior Wealth Planner In Montreal
🏢 Scotiabank
📍 Montreal