Wealth Planner

Position: Total Wealth Planner at Scotiabank
Elevate your financial advisory career as a Total Wealth Planner with Scotiabank in Calgary, Alberta. Deliver exceptional wealth planning solutions to high-net-worth clients while collaborating with advisors and specialists.

In this critical role, you'll support Scotia Wealth Management by developing tailored wealth strategies for high-net-worth clients. Your expertise in financial planning and experience with complex scenarios will ensure clients receive optimal advice and solutions. By facilitating workshops and working with various professionals, you will enhance client experiences and deepen relationships.

Key Responsibilities:

• Create comprehensive Total Wealth Plans for HNW clients

• Conduct client discovery processes to tailor unique strategies

• Collaborate with specialists on complex planning needs

• Deliver educational workshops on financial planning topics

• Advocate optimal service through client engagement

Requirements:

• University degree with accredited financial planning designation

• Minimum 5 years as a high-net-worth financial planner

• Life insurance license and Canadian Securities Course

• Courses in estate and/or tax planning

• Strong understanding of compliance and risk considerations

As a Total Wealth Planner, leverage your skills in financial planning to provide invaluable solutions at Scotiabank.
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