Become a Senior Total Wealth Planner and lead your clients toward financial success. Provide bespoke financial planning advice to high-net-worth individuals while engaging with a team of experts in a conducive environment.This role focuses on delivering comprehensive, goal-oriented financial plans rooted in client needs. You'll gather vital information, prepare detailed financial strategies, and collaborate with various professionals to ensure a seamless service experience. Your contributions will reinforce financial planning as a key component of wealth management.Key Responsibilities:• Conduct deep discovery to gather client-specific information• Analyze and review customized financial plans and strategies• Present comprehensive solutions tailored to client needs• Foster collaborative relationships with various internal experts• Facilitate workshops and seminars on financial topicsRequirements:• Minimum of 5 years in financial planning for high-net-worth clients• CPA designation required alongside a relevant degree• Accredited financial planner certification necessary• Proficiency in financial planning software a must• Strong ability to build relationships and provide high-quality serviceEmpower clients with tailored strategies while shaping the future of wealth management through outstanding financial planning.#J-18808-Ljbffr
Dynamic Senior Financial Planner Enhancing Wealth Strategies
SCOTIABANK
montreal (administrative region), montreal (administrative region)
Published 27 days ago
Report job