Strategic Total Wealth Planner for HNW Clients

Scotiabank; Halifax; On-site; CAD 80,000 - 100,000; Full time

Job summary

A prominent financial institution in Halifax is seeking a Senior Total Wealth Planner to provide comprehensive financial planning advice to high-net-worth clients. The role includes building professional relationships with clients and internal advisors while delivering tailored financial strategies that align with client needs. Qualified candidates should possess a university degree, CFP designation, and a minimum of five years' relevant experience. This position is pivotal in enhancing Scotiabank's wealth management services.

Benefits

Inclusive work environment

Professional development opportunities

Qualifications

• Must have a deep understanding of financial planning and investment strategies.
• Experience in building relationships with high-net-worth clients is essential.
• Candidates should demonstrate excellent communication skills.

Responsibilities

• Provide comprehensive financial planning advice to high-net-worth clients.
• Act as a subject matter expert for financial planning services.
• Develop professional relationships with local external experts.

Skills

Relationship building

Presentation skills

Expert knowledge of financial planning software (Naviplan)

Excellent interpersonal skills

Ability to work independently

Education

University degree

Accredited financial planning designation (CFP)

Minimum of 5 years of experience as a high-net-worth financial planner

Life Insurance license

Canadian Securities Course

Tools

Naviplan

Job description

A prominent financial institution in Halifax is seeking a Senior Total Wealth Planner to provide comprehensive financial planning advice to high-net-worth clients. The role includes building professional relationships with clients and internal advisors while delivering tailored financial strategies that align with client needs. Qualified candidates should possess a university degree, CFP designation, and a minimum of five years' relevant experience. This position is pivotal in enhancing Scotiabank's wealth management services.