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 specialists. 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. #J-18808-Ljbffr

📌 Total Wealth Planner Role At Scotiabank Montreal
🏢 Scotiabank
📍 Montreal