Drive comprehensive financial planning as a Senior Total Wealth Planner. Provide high net worth clients with tailored advice, leveraging deep expertise and collaboration in a hybrid work environment.This senior role emphasizes delivering goal-focused financial plans through extensive client discovery and analysis. You will serve as a subject matter expert while championing financial planning services, guiding Advisors and Relationship Managers. Your contributions will ensure an integrated approach, fostering teamwork across specialists in taxation, estate planning, and more.Key Responsibilities:• Deliver end-to-end goal-based financial plans• Gather detailed client data through extensive discovery• Analyze and present tailored financial strategies• Collaborate with internal experts for seamless services• Facilitate workshops and seminars on financial planningRequirements:• University degree with CFP designation• Minimum 5 years as a high net worth planner• Expert knowledge of financial planning software• Strong presentation and relationship-building skills• Ability to travel to meet clients effectivelyEnhance your impact by delivering sophisticated financial strategies that help clients achieve their wealth management goals.#J-18808-Ljbffr
Expert Advisor For High Net Worth Financial Planning Strategies
SCOTIABANK
toronto, toronto
Published 27 days ago
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