High-Net-Worth Wealth Planner Needed

Join Scotiabank’s Global Wealth Solutions as a High-Net-Worth Wealth Planner in Calgary, Alberta. Focus on delivering personalized financial plans that cater to clients with significant assets.
This role focuses on executing Total Wealth Plans for HNW clients, providing critical insights and advice tailored to their unique situations. Collaborating with advisors and specialists, your role emphasizes strategic solutions, including intergenerational wealth transfer and customized strategies. You will manage relationships effectively, ensuring a cohesive client experience across various professional advisors.
Key Responsibilities:
• Develop personalized financial plans for high-net-worth clients
• Conduct comprehensive planning from discovery to presentation
• Collaborate with taxation, insurance, and estate specialists
• Lead client workshops and planning seminars
• Strengthen client relationships to enhance service
Requirements:
• University degree with CFP or...