Elevate your career with Scotiabank as a Total Wealth Planner in Toronto, ON. This role emphasizes building relationships and offering tailored wealth planning advice for high net worth clients.
As a Total Wealth Planner with Scotiabank, you will contribute to the Global Wealth Solutions team, focusing on personalized financial strategies and compliance with regulatory standards. You will work closely with a diverse clientele, including business owners and professionals with complex wealth transfer needs. Your key focus will be guiding clients through the total wealth planning process.
Key Responsibilities:
• Provide tailored wealth planning advice for high net worth clients
• Conduct client workshops on financial planning topics
• Build relationships with internal and external advisors
• Streamline collaboration with taxation and estate specialists
• Maintain compliance with industry regulations
Requirements:
• University degree and accredited financial plan...