A leading bank in the Americas is seeking a Senior Total Wealth Planner in Toronto to provide comprehensive financial planning advice to high net worth clients. The successful candidate will be responsible for delivering thorough financial plans, fostering strong relationships with advisors and clients, and acting as a subject-matter expert. The ideal applicant will hold a university degree, a CFP designation, and have over 5 years of relevant experience. This position offers an opportunity to impact client success significantly.#J-18808-Ljbffr
Senior Total Wealth Planner – High Net Worth Advisory
SCOTIABANK
toronto, toronto
Published 27 days ago
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