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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Apply advanced financial planning expertise as a Total Wealth Planner serving ultra high net worth clients across Western Canada. Build customized strategies with advisors and specialists.
Scotiabank seeks a Total Wealth Planner for Advanced Planning Services within Canadian Wealth Management. You will create and deliver comprehensive wealth plans for ultra high net worth clients, including business owners, professionals, executives, and families with complex dynamics. The work spans investments, asset protection, retirement, estate planning, cash management, and taxation. Collaboration includes SWM advisors, Taxation, Insurance, Estate & Trust, and Philanthropy specialists.
Key Responsibilities:- Conduct wealth planning from discovery through client plan presentation
- Provide advice across life stages and intergenerational wealth transfer
- Collaborate with advisors and internal planning specialists
- Prepare and facilitate client and staff workshops
- Maintain compliant operations and effective business controls
- University degree and accredited financial planning designation
- Minimum five years as a high net worth financial planner
- Comprehensive financial planning process knowledge and execution
- Expert knowledge of Architect financial planning software
- Strong presentation, interpersonal, and relationship-building skills
Use advanced planning, presentation, and relationship skills to deliver customized wealth strategies for Scotiabank’s UHNW clients.
Position Requirements
10+ Years work experience(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).