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 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.
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📌 Senior Wealth Planner in Montreal
🏢 Scotiabank
📍 Montreal