Total Wealth Planner - Calgary, AB

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, Global Wealth 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.

Accountabilities

• Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
• Provide in‑depth, quality wealth planning advice for all life stages. Guidance through intergenerational wealth transfer process and consults related to Advisor‑led Total Wealth Plans
• Conduct full total wealth planning process from discovery to plan presentation. ...