Total Wealth Planner — Client-Centric Financial Guidance

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

Job summary

A leading bank in the Americas seeks a Financial Planner in Toronto to support Total Wealth Planning for clients. The successful candidate will have a CFP or IQFP designation with at least 2 years of experience. Responsibilities include supporting financial planning needs and implementing strategies. This role offers competitive compensation, benefits, and a commitment to an inclusive working environment.

Benefits

Competitive Compensation and Benefits package

Annual incentive plans

Pension Plan

Qualifications

• Minimum of 2 years experience in financial planning.
• Experience in Total Wealth Planning engagement from discovery to presentation.
• Ability to model complex strategies.

Responsibilities

• Support the financial planning needs of clients.
• Champion a client-focused culture.
• Maintain professional practice standards.

Skills

CFP or IQFP designation

Advanced understanding of financial planning software

Strong interpersonal and verbal communication skills

Job description

A leading bank in the Americas seeks a Financial Planner in Toronto to support Total Wealth Planning for clients. The successful candidate will have a CFP or IQFP designation with at least 2 years of experience. Responsibilities include supporting financial planning needs and implementing strategies. This role offers competitive compensation, benefits, and a commitment to an inclusive working environment.