Expert Financial Planner with Scotia Wealth
S
Scotiabank
📍 saskatoon, division no. 11, Canada
Job Description
Enhance high net worth client services as a Senior Total Wealth Planner at Scotia Wealth Management based in Regina or Saskatoon. Your input will be vital in delivering personalized financial strategies.
You will play a critical role by leveraging financial planning software to develop comprehensive plans, analyze client needs, and present strategic solutions. Acting as an expert, you'll also work closely with both clients and internal advisors to promote the benefits of financial planning in achieving client goals.
Key Responsibilities:
• Design and deliver customized financial planning solutions
• Collaborate with advisors to enrich client relationships
• Conduct seminars and workshops on financial strategies
• Maintain high professional service levels
• Participate in team learning and development activities
Requirements:
• Hold a university degree and CFP or CPA certification
• 5+ years in high net worth financial planning
• Life Insurance license a...
You will play a critical role by leveraging financial planning software to develop comprehensive plans, analyze client needs, and present strategic solutions. Acting as an expert, you'll also work closely with both clients and internal advisors to promote the benefits of financial planning in achieving client goals.
Key Responsibilities:
• Design and deliver customized financial planning solutions
• Collaborate with advisors to enrich client relationships
• Conduct seminars and workshops on financial strategies
• Maintain high professional service levels
• Participate in team learning and development activities
Requirements:
• Hold a university degree and CFP or CPA certification
• 5+ years in high net worth financial planning
• Life Insurance license a...