Empower financial advisors across Canada as a Total Wealth Planning Associate. Prepare holistic plans and leverage planning software to elevate financial outcomes for clients in a collaborative setting.This role focuses on supporting advisors with financial planning and enhancing client-centric strategies. You will review and refine comprehensive Total Wealth Plans, model client scenarios, and serve as a subject matter expert in planning software. Collaboration is key as you engage with team members and corporate partners for better client relationships.Key Responsibilities:• Support advisors with financial planning inquiries• Refine and review financial plans for accuracy• Develop comprehensive Total Wealth Plans• Model scenarios and recommend financial strategies• Contribute to team knowledge-sharing and problem-solvingRequirements:• Knowledge of investments, tax, and estate planning• Strong organizational and analytical skills• Experience with financial planning software• College or university degree required• Pursuing QAFP or CFP designation preferredLeverage your financial expertise and collaboration skills to make a significant impact in wealth planning within a dynamic environment.#J-18808-Ljbffr
Total Wealth Planning Associate Supporting Advisors In Canada
SCOTIABANK
toronto, toronto
Published 27 days ago
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