Wealth Management Planner at ScotiaMcLeod
Job Description & How to Apply Below
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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