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 planningPrepare and present tailored financial plans to clientsMentor advisors on incorporating financial planning strategiesLead workshops and seminars on financial topicsEnsure compliance with financial planning standardsRequirements:University degree and accredited financial planning designationAt least 5 years of relevant experienceLife Insurance license and securities course completionExpertise in financial planning softwareBilingual capabilities in French and English are essentialBecome a trusted financial advisor with Scotiabank and drive impactful wealth management solutions.#J-18808-Ljbffr

📌 Montreal Senior Financial Planner
🏢 Scotiabank
📍 Montreal