Senior Total Wealth Planner - Regina/Saskatoon

Full-time Other

Requisition ID:

Purpose of Job

Financial Planning is a key service provided to clients of Scotia Wealth Management. The Senior Total Wealth Planner is responsible for proactively providing comprehensive financial planning advice and support to high net worth clients and acts 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 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 f...