Senior Wealth Planner – Total Wealth Strategy

Scotiabank; Saskatoon; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading financial services firm in Saskatoon is seeking a Senior Financial Planner to support Advisors in delivering comprehensive wealth management services. The ideal candidate will have a CFP designation or be a CA/CPA willing to obtain it, with at least 2 years of relevant experience. You will engage with clients to create Total Wealth Plans and deliver seminars, fostering strong client relationships. This position offers competitive compensation and benefits, along with professional development and a collaborative work environment.

Benefits

Competitive Compensation and Benefits package

Pension Plan

Employee Share Ownership Plan

Learning and Development opportunities via Scotia Academy

Qualifications

• 2+ years experience in Total Wealth Planning engagement.
• Ability to model complex strategies using financial planning software.

Responsibilities

• Support the Advisor's clients through Total Wealth Planning.
• Maintain financial planning professional practice standards.

Skills

CFP designation

Advanced understanding of financial planning software

Strong interpersonal and verbal communication skills

Education

CA/CPA with a willingness to complete the CFP designation

Job description

A leading financial services firm in Saskatoon is seeking a Senior Financial Planner to support Advisors in delivering comprehensive wealth management services. The ideal candidate will have a CFP designation or be a CA/CPA willing to obtain it, with at least 2 years of relevant experience. You will engage with clients to create Total Wealth Plans and deliver seminars, fostering strong client relationships. This position offers competitive compensation and benefits, along with professional development and a collaborative work environment.