Total Wealth Planner – Toronto, ON
Job Description
Description
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Title: Total Wealth Planner – Toronto, ON
Requisition ID:
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Purpose
Contributes to the overall success of the Total Wealth Planning, Client Solutions / Canadian Wealth Management in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.
Total Wealth Planners (TWPs) are the “in-field” resource to create and deliver Total Wealth Plans for High-Net-Worth clients working directly with SWM advisors and their clients. TWPs work closely with advisors and local team of specialists to formulate and present strategic Total Wealth Plans and full comprehensive Total Wealth Plans.
Accountabilities
- Champions a customer focused culture to deepen client relationships and leverage broader
Company
Scotiabank
Location
Toronto
Country
Canada
Salary
100.000
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