Senior High-Net-Worth Wealth Planner

Scotiabank; New Brunswick; On-site; CAD 80,000 - 120,000; Full time

Job summary

A leading financial institution in Canada is seeking a Total Wealth Planner in Saint John, NB to provide tailored wealth planning services for high-net-worth clients. This role involves delivering comprehensive financial plans and consulting with clients on complex wealth management strategies. The ideal candidate will have a minimum of five years' experience in financial planning and hold relevant certifications. This position offers a chance to work collaboratively in an inclusive environment, enhancing client relationships and providing optimal financial solutions.

Benefits

Inclusive work environment

Professional development opportunities

Qualifications

• Minimum of 5 years of experience as a high-net-worth financial planner.
• Life Insurance license is required.
• Completion of Canadian Securities Course and estate/tax courses.

Responsibilities

• Provide in-depth wealth planning advice for clients.
• Conduct total wealth planning processes from discovery to presentation.
• Build and manage relationships with clients' external advisors.

Skills

Wealth Planning

Customer Relationship Management

Financial Advisory

Interpersonal Skills

Education

University degree

Financial planning designation (CFP or CPA)

Job description

A leading financial institution in Canada is seeking a Total Wealth Planner in Saint John, NB to provide tailored wealth planning services for high-net-worth clients. This role involves delivering comprehensive financial plans and consulting with clients on complex wealth management strategies. The ideal candidate will have a minimum of five years' experience in financial planning and hold relevant certifications. This position offers a chance to work collaboratively in an inclusive environment, enhancing client relationships and providing optimal financial solutions.