Join Scotiabank as a Total Wealth Planner in Toronto, Ontario, where you can help shape the future of high net worth financial planning. Engage deeply with clients and tailor strategies for their unique needs.
In this vital role, you will offer comprehensive planning advice and collaborate with internal specialists to provide a seamless experience for clients with at least $1 million in investable assets. Your work will focus on maximizing relationships and ensuring your clients receive the best possible support throughout their financial journey.
Key Responsibilities:
• Deliver customized financial planning solutions to high net worth clients
• Facilitate workshops and seminars on financial strategies
• Collaborate with external advisors for optimal client service
• Advocate for integrated wealth planning resources
• Ensure adherence to regulatory and compliance standards
Requirements:
• Accredited financial planning designation (CFP or CPA)
• At least 5 ...