Wealth Management Planner at ScotiaMcLeod

Join Scotia Mc Leod  in Toronto as a Wealth Management Planner, focusing on Total Wealth Planning. Build relationships while crafting tailored financial plans for clients.

As a Senior Financial Planner, your role will be to support an Advisor in developing and delivering individualized financial strategies. You'll conduct in-depth client discovery sessions and utilize advanced planning software to create comprehensive Wealth Plans. Collaboration with a specialist team will enable a holistic approach to wealth management and client engagement.

Key Responsibilities:

• Conduct deep discovery to assess client financial needs

• Support implementation of customized Total Wealth Plans

• Foster a client-focused culture to enhance loyalty

• Aid in the organization of educational client seminars

• Uphold standards for professional financial planning practice

Requirements:

• CFP or IQFP (QC only) designation required

• 2 years minimum experience in financial planning

• Proficiency in financial modeling software

• Strong skills in Total Wealth Planning

• Excellent communication and relationship skills

Utilize your planning skills to enrich clients' financial futures with Scotia Mc Leod .
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