Senior Total Wealth Planner - Toronto, ON

Job description

Requisition ID: 254318 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. Major Accountabilities: 1. Responsible for delivery of end-to-end goals based financial plans by: 2. Act as subject matter expert and champion for financial planning as a key service available as parat of the Scotia Wealth Management value proposition: 3. Relationship building 4. Maintain financial planning professional practice standards and internal service level agreement. 5. Contribute to the effective functioning of the Financial Planning Advisory team by: - 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...