Job Description
Total Wealth Planning Associate - Edmonton, AB
Requisition ID: 251999
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
**Purpose of Job:**
The primary purpose of the Total Wealth Planning Associate is to provide financial planning support to the Senior Total Wealth Planners in Edmonton market.
**Major Accountabilities:**
**1. Prepare financial plans for Senior Total Wealth Planners (STWP) in local market for HNW clients with $2+ million in investable assets**
+ Input client data gathered by the STWP during the discovery meeting, ensure the plan is completed 5 days before a client meeting for all stakeholders to review;
+ Work collaboratively with the STWP to create a preliminary financial plan that addresses the clients immediate and future goals and objectives that will be shared with the...
Requisition ID: 251999
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
**Purpose of Job:**
The primary purpose of the Total Wealth Planning Associate is to provide financial planning support to the Senior Total Wealth Planners in Edmonton market.
**Major Accountabilities:**
**1. Prepare financial plans for Senior Total Wealth Planners (STWP) in local market for HNW clients with $2+ million in investable assets**
+ Input client data gathered by the STWP during the discovery meeting, ensure the plan is completed 5 days before a client meeting for all stakeholders to review;
+ Work collaboratively with the STWP to create a preliminary financial plan that addresses the clients immediate and future goals and objectives that will be shared with the...
Ready to Apply?
Take the next step in your AI career. Submit your application to Scotiabank today.
Submit Application