Senior Total Wealth Planner - Quebec City
ScotiabankQuebec, Quebec, Canada
Posted March 4, 2026
Full Time
About the Company
Scotiabank is a leading bank in the Americas, committed to creating and maintaining an inclusive and accessible environment for everyone.
Job Description
The Senior Total Wealth Planner will provide comprehensive financial planning advice and support to high net worth clients and act as the in-field subject matter expert and champion. The role involves gathering key data, preparing and presenting financial plans, and identifying opportunities to deepen the relationship and drive business results.
Requirements
- Comprehensive technical understanding and execution of the financial planning process
- Presentation skills and ability to present complex financial concepts
- Excellent inter-personal skills and ability to quickly build relationships and trust
- Working knowledge of the Wealth Management business line
- Ability to work independently and within a Team of Experts
Benefits
- Competitive salary
- Opportunities for professional growth and development
- Inclusive and accessible work environment