Senior Total Wealth Planner - Regina/Saskatoon

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.

Major Accountabilities

1. Responsible for delivery of end-to-end goals based financial plans

• Gathering key pertinent data and information about the client through deep discovery
• Preparing, analyzing and reviewing the financial plan and client focused executive summary to ensure that it is congruent with the client's specific needs
• Presenting the financial plan and related strategies
• Identifying opportunities to deepen the relationship and drive business results.

2. Act as subject matter expert and champion for financial planning as a key service available as part of the Scotia Wealth Management val...