Job Description

Requisition ID: 245280



Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Purpose of Job:


Financial Planning is a key service provided to clients of Scotia Wealth Management. The Senior Total Wealth Planner is responsible to proactively provide comprehensive financial planning advice and support to high-net-worth clients and act as the in-field subject matter expert and champion. The primary role of the planner will be to serve our Private Investment Counsel wealth advisors in Atlantic Canada, with occasional support to other advisory business lines when capacity dictates 


Major Accountabilities:
 
1. Responsible for delivery of end-to-end goals based financial plans by:

  • Gathering key pertinent data and information about the client through deep discovery

  • Preparing, analyzing and reviewing the financial plan and client focused executive su...

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