Elevate your career with Scotiabank as a Senior Total Wealth Planner in Montreal, QC, specializing in comprehensive financial planning for affluent clients. Engage in proactive client relationships while providing expert financial guidance. This role emphasizes crafting personalized financial strategies by gathering essential client data and delivering thorough analyses.

As a subject matter expert, you will inspire and support advisors in implementing effective financial planning practices. Building lasting connections with clients and collaborating with cross-functional teams are crucial for success in this position. Key Responsibilities:

- Conduct deep client discovery to inform financial planning
- Prepare and present tailored financial plans to clients




- Mentor advisors on incorporating financial planning strategies
- Lead workshops and seminars on financial topics
- Ensure compliance with financial planning standards Requirements:
- University degree and accredited financial planning designation
- At least 5 years of relevant experience
- Life Insurance license and securities course completion
- Expertise in financial planning software
- Bilingual capabilities in French and English are essential Become a trusted financial advisor with Scotiabank and drive impactful wealth management solutions.

📌 Montreal Senior Financial Planner
🏢 Scotiabank
📍 Montreal