Toronto Total Wealth Planner Position

Seize the opportunity to drive financial success as a Total Wealth Planner with Scotiabank in Toronto, ON. This role focuses on developing deep client relationships and delivering comprehensive wealth planning.
As part of the Scotia Wealth Management team, you'll be responsible for providing tailored advice to high net worth clients while ensuring compliance with policy and regulation. Collaborating with specialists across various financial areas, you will champion a client-focused culture and facilitate effective planning strategies.
Key Responsibilities:
• Advise on intergenerational wealth transfer processes
• Engage in client discovery to develop personalized plans
• Manage relationships with other professional advisors
• Conduct informative workshops and seminars on planning
• Ensure operational compliance and uphold business controls
Requirements:
• University degree and CFP or CPA designation
• 5+ years' experience in high net worth financial planni...