Planificateur principal, Planification globale de patrimoine - Montréal, QC
ScotiabankMontreal, Quebec, Canada
Posted April 1, 2026
Full Time
About the Company
Scotiabank is a global financial services provider offering a wide range of banking, wealth management, investment banking, and technology solutions. With a strong commitment to customer success, the company serves individuals, families, and communities worldwide through expert advice and innovative products. Scotiabank's distinctive approach lies in its comprehensive offerings and dedication to empowering clients to achieve their financial goals.
Job Description
Join a winning, results-driven team that thrives in an inclusive and high-performing culture. Scotia Wealth Planning is one of the main services offered to our clients, and the Senior Planner, Global Wealth Planning is an expert in their field, responsible for providing comprehensive and proactive financial planning advice and support to high net worth clients.
Requirements
- Conduct thorough research on the client to gather relevant key data
- Prepare, analyze, and review the financial plan and client needs summary
- Present the financial plan and associated strategies to the client
- Act as a financial planning expert and promoter
- Collaborate with internal partners to ensure a structured and integrated approach to financial planning
- Provide necessary advice and assistance on the use of local software
- Build professional relationships with local external specialists
- Maintain effective working relationships with team members and various subject matter experts
- Provide high-quality service to clients at all times
- Foster an open and honest communication culture