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 solid relationships with advisors, clients,



and external experts to ensure a cohesive financial approach.Key Responsibilities:Develop end-to-end financial plans tailored to client needsAnalyze and review comprehensive financial strategiesPresent financial plans and suggest actionable insightsStrengthen relationships with clients and internal advisorsFacilitate workshops on financial planning topicsRequirements:Accredited financial planning designation requiredMinimum 5 years of experience in financial planningUniversity degree and life insurance licenseProficient in Naviplan financial softwareBilingual in French and English for client interactionsUtilize your financial expertise to make a meaningful impact on clients' wealth management strategies at Scotiabank.#J-18808-Ljbffr

📌 Senior Wealth Planner In Montreal
🏢 Scotiabank
📍 Montreal