Total Wealth Planner - Oakville, On

Total Wealth Planner - Oakville, On

10 Sep
|
Scotiabank
|
Oakville

10 Sep

Scotiabank

Oakville

Select how often (in days) to receive an alert: Select how often (in days) to receive an alert: Please be advised that our Careers site will be unavailable from November 28 at 12am ET to November 29 12am ET for scheduled system maintenance. Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose Contributes to the overall success of the Total Wealth Planning, Global Wealth Solutions / Canadian Wealth Management in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures. Total Wealth Planners (TWPs) are the “in-field” resource to create and deliver Total Wealth Plans for High-Net-Worth clients working directly with SWM advisors and their clients. TWPs work closely with advisors and local team of specialists to formulate and present strategic Total Wealth Plans and full comprehensive Total Wealth Plans. Accountabilities Champions a customer focused culture to deepen client relationships and leverage broader

📌 Total Wealth Planner - Oakville, On
🏢 Scotiabank
📍 Oakville

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