Join Scotia Wealth Management as a Senior Total Wealth Planner in Edmonton, AB, where you will provide expert financial planning advice to high net worth clients. Bring your knowledge of financial strategies to enhance client relationships and drive results.This senior role focuses on delivering comprehensive financial plans and acting as a champion of financial planning services within the organization. You will engage in client discovery, prepare tailored financial plans, and present strategies that align with client needs.



Collaboration with advisors and relationship managers is key in fostering a culture of integrating financial planning.Key Responsibilities:Gather vital client data through in-depth discoveryPrepare and review customized financial plansPresent targeted financial strategies to clientsAct as a subject matter expert for financial planningFoster relationships with external and internal financial expertsRequirements:University degree with a financial planning designationMinimum 5 years in high net worth financial planningLife insurance license and Canadian Securities CourseExpertise in financial planning software like NaviplanStrong interpersonal skills for relationship buildingElevate financial planning practices and enrich client experiences as a Senior Total Wealth Planner with Scotia Wealth Management in Edmonton.#J-18808-Ljbffr

📌 Edmonton Senior Total Wealth Planner
🏢 Scotiabank
📍 Edmonton