Planificatrice adjointe ou planificateur adjoint, Planification globale de patrimoine - Montréal, QC
ScotiabankMontreal, Quebec, Canada
Posted February 25, 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 purpose driven team as a Junior Financial Planner or Advisor to support Scotia Wealth Management planners in preparing and presenting personal financial plans for clients.
Requirements
- Proactive response to planners' needs
- Complex financial planning advice
- Use of NaviPlan software for modeling
- Tax, estate, and retirement planning knowledge
- Reference table creation using NaviPlan calculators
- Financial plan presentation assistance
Benefits
- Inclusive and high-performing culture
- Results-driven team