Become a Wealth Planning Expert at Scotiabank in Kingston, Ontario, focusing on high-net-worth clients. Deliver personalized financial strategies and cultivate deep, trusting client relationships.
As part of the Total Wealth Planning team, you will provide exceptional guidance to clients, ensuring adherence to compliance regulations and internal policies. Your responsibilities will span the entire planning process, allowing you to engage with clients and provide tailored advice on wealth accumulation and preservation, especially for those with complex needs.
Key Responsibilities:
• Drive a customer-focused culture that enhances client relationships
• Provide expert wealth planning for clients at various life stages
• Manage the total wealth planning process from start to finish
• Foster relationships and collaboration with external advisors
• Conduct seminars on personal financial planning topics
Requirements:
• University degree and relevant financial planni...