Scotiabank
Scotiabank Total Wealth Planning Associate
Job Description
Launch your career in financial planning with Scotiabank as a Total Wealth Planning Associate in Vancouver, BC. Support Senior Total Wealth Planners by preparing comprehensive financial plans for high-net-worth clients.
As a Total Wealth Planning Associate, you'll play a crucial role in assisting Senior Total Wealth Planners with crafting tailored financial strategies for clients with investable assets over $2 million. This position demands analytical thinking, attention to detail, and collaboration with various specialists to ensure plans meet client objectives. Your input is vital for accurate documentation and client engagement during meetings.
Key Responsibilities:
• Prepare financial plans based on client discovery data
• Collaborate with Senior Planners to define client goals
• Finalize plans for client presentations
• Maintain secure client files for audit purposes
• Review plans for compliance and accuracy
Requirements:
• Degree in Finance or related ...
As a Total Wealth Planning Associate, you'll play a crucial role in assisting Senior Total Wealth Planners with crafting tailored financial strategies for clients with investable assets over $2 million. This position demands analytical thinking, attention to detail, and collaboration with various specialists to ensure plans meet client objectives. Your input is vital for accurate documentation and client engagement during meetings.
Key Responsibilities:
• Prepare financial plans based on client discovery data
• Collaborate with Senior Planners to define client goals
• Finalize plans for client presentations
• Maintain secure client files for audit purposes
• Review plans for compliance and accuracy
Requirements:
• Degree in Finance or related ...