Step into the role of Senior Total Wealth Planner at Scotiabank in Montreal, QC, where your financial acumen will help high net worth clients achieve their goals. This position blends expert advisory services with strategic relationship-building. As a Senior Total Wealth Planner, you'll deliver comprehensive financial plans by engaging in detailed client consultations.

Your duties include presenting financial strategies, driving advisor collaboration, and fostering relationships with external professionals. This role is critical for implementing a cohesive financial planning strategy in the client engagement process. Key Responsibilities:

- Gather and assess crucial client information for financial planning
- Develop and present customized financial plans




- Champion financial planning initiatives within the team
- Collaborate with taxation, insurance, and estate planning experts
- Host client workshops addressing relevant financial issues

Requirements:

- University degree and recognized financial planning credentials
- Minimum 5 years working with high net worth clients
- Life Insurance license and completion of Canadian Securities Course
- Solid knowledge of Naviplan and financial planning tools
- Proficiency in French and English for comprehensive client engagement

Contribute your expertise to enhance financial success for clients at Scotiabank in Montreal.

📌 Total Wealth Planner Role at Scotiabank (Montreal)
🏢 Scotiabank
📍 Montreal