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Title posted on Monster - Senior Total Wealth Planner - Ottawa, ON
Posted on December 13, 2024 by Employer details Scotiabank
Job details
Senior Total Wealth Planner - Ottawa, ON Requisition ID: 212219 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: + Gathering key pertinent data and information about the client through deep discovery + Preparing, analyzing and reviewing the financial plan and- LocationOttawa, ON
- Workplace information On site
- SalaryNot available
- Starts as soon as possible
- vacancies 1 vacancy
- Source Monster #E253282E5C4047DD8133D1CB5C8E2979
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