Senior Total Wealth Planner for High-Net-Worth Clients

Scotiabank; Montreal; On-site; CAD 80,000 - 110,000; Full time

Job summary

A leading financial institution in Montreal is seeking a Senior Total Wealth Planner. This role involves providing comprehensive financial planning advice to high-net-worth clients and collaborating with internal experts. The ideal candidate will have a university degree, a financial planning designation, and at least five years of experience. Strong interpersonal skills and the ability to communicate in both French and English are essential.

Benefits

Inclusive and accessible work environment

Opportunities for personal development

Qualifications

• Minimum of 5 years of experience as a high-net-worth financial planner.
• Sufficient knowledge of English and French for communication.

Responsibilities

• Provide comprehensive financial planning advice to high-net-worth clients.
• Deliver and present end-to-end financial plans tailored to clients' needs.
• Build relationships with internal and external experts to enhance service.

Skills

Relationship building

Financial planning advice

Technical understanding of financial processes

Presentation skills

Education

University degree

Accredited financial planning designation (IQPF)

Life Insurance license

Canadian Securities Course

Additional estate and/or tax courses

Tools

Naviplan software

Job description

A leading financial institution in Montreal is seeking a Senior Total Wealth Planner. This role involves providing comprehensive financial planning advice to high-net-worth clients and collaborating with internal experts. The ideal candidate will have a university degree, a financial planning designation, and at least five years of experience. Strong interpersonal skills and the ability to communicate in both French and English are essential.