Elevate your career as a Senior Wealth Planner, providing tailored financial planning advice to high net worth clients. Leverage your expertise to foster relationships and drive successful outcomes in a dynamic environment.As a Senior Total Wealth Planner, you will act as the in-field expert, guiding clients through comprehensive financial strategies. This role demands robust skills in investment management, estate planning, and relationship management, as you consolidate data to meet each client's unique needs. You will collaborate with financial advisors, build internal and external relationships, and promote financial planning as an essential service.Key Responsibilities:• Deliver end-to-end customized financial plans• Analyze and present strategies tailored to client needs• Collaborate with experts for integrated planning solutions• Facilitate workshops on financial planning topics• Drive relationship-building with local professionalsRequirements:• Minimum 5 years’ experience in high net worth planning• University degree required; CFP or CPA designation• Proficient in financial planning software• Strong presentation skills and interpersonal abilities• Ability to travel locally for client engagementsUse your expertise in financial planning to build lasting relationships and deliver exceptional service to clients in need of tailored financial solutions.#J-18808-Ljbffr
Senior Wealth Planner Delivering Customized Financial Solutions
SCOTIABANK
calgary, calgary
Published 27 days ago
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