Senior Total Wealth Planner - Montreal, QC

Requisition ID:

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Financial Planning is a key service provided to clients of Scotia Wealth Management. The Senior Total Wealth Planner is responsible for proactively providing comprehensive financial planning advice and support to high net worth clients and for acting as the in‑field subject‑matter expert and champion.

Major Accountabilities

Responsible for delivery of end‑to‑end, goal‑based financial plans by:

• Gathering key pertinent data and information about the client through deep discovery
• Preparing, analysing and reviewing the financial plan and client‑focused executive summary to ensure it is congruent with the client’s specific needs
• Presenting the financial plan and related strategies
• Identifying opportunities to deepen the relationship and drive business re...