Join Scotiabank as a Senior Total Wealth Planner in Calgary, Alberta, dedicated to providing in-depth, quality wealth management advice to high net worth individuals. Work in an inclusive environment that champions performance and strong client relationships.
In this integral role, you will contribute to the success of Scotia Wealth Management by advising clients with over $1 million in investable assets on customized wealth strategies. Your focus will include guiding clients through the complexities of wealth preservation and transfer while ensuring adherence to compliance policies and operational excellence.
Key Responsibilities:
• Deliver comprehensive financial planning for high net worth clients
• Navigate intergenerational wealth transfers with clients
• Collaborate with specialists to provide holistic financial solutions
• Develop and facilitate workshops on financial planning topics
• Manage relationships with external advisors to enhance client service
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