Become a key advisor in the financial planning realm for high-net-worth clients. Deliver comprehensive, personalized financial strategies tailored to unique goals and foster long-lasting client relationships.As a Senior Total Wealth Planner, you will provide expert financial guidance and support complex planning strategies. This role demands a proactive approach to gathering insights, presenting tailored plans, and building vital professional relationships with other advisors. You will work closely with clients to ensure their specific financial needs are met while maintaining high practice standards.Key Responsibilities:• Gather comprehensive client data to inform financial plans• Analyze and review client-focused financial strategies• Present financial plans and related opportunities• Collaborate with internal and external wealth professionals• Facilitate workshops on current financial planning topicsRequirements:• University degree and accredited financial planning designation• 5+ years of experience with high-net-worth clients• Strong presentation and interpersonal skills• Proficiency with financial planning software• Knowledge of insurance products and solutionsLeverage your expertise in supporting clients’ financial ambitions while driving impactful results through collaborative efforts and in-depth planning.#J-18808-Ljbffr
Senior Financial Planner For High Net Worth Clients
SCOTIABANK
toronto, toronto
Published 27 days ago
Report job