Senior High Net Worth Financial Planner
Job in
Vancouver, BC, Canada
Listed on 2026-10-31
Listing for:
Scotiabank
Full Time
position Listed on 2026-10-31
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Comprehensive financial planning expertise drives this Senior Financial Planner role with Scotiabank in Vancouver, supporting high net worth clients.
As a Senior Total Wealth Planner, you will deliver end-to-end, goals-based financial plans and provide complex strategy advice. Your work spans investments, asset protection, retirement, estate planning, cash management, and taxation. You will also champion planning across Scotia Wealth Management.
Key Responsibilities:- Gather client data through deep discovery
- Prepare, analyze, and present financial plans
- Identify opportunities to deepen client relationships
- Advise Advisors and Relationship Managers on complex strategies
- Collaborate with taxation, insurance, estate, and philanthropic experts
- University degree and accredited financial planning designation
- At least five years as a high net worth financial planner
- Life Insurance license and Canadian Securities Course
- Additional estate or tax courses
- Expert Naviplan software knowledge and travel availability
Apply your financial planning, presentation, and relationship-building expertise to serve Scotiabank wealth clients in Vancouver.
Position Requirements
10+ Years
work experience
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