Job Description
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, 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...