Step into a pivotal role with Scotia Wealth Management as a Senior Financial Planner in Edmonton, AB. Provide high net worth clients with specialized financial planning and investment strategies tailored to their unique goals.

In this senior position, you will champion financial planning as a vital service offered by Scotia Wealth Management. Your role involves not only developing comprehensive financial plans but also fostering robust relationships with advisors and clients to enhance business outcomes. Engage in workshops and seminars to elevate the understanding of financial strategies among clients and colleagues.

Key Responsibilities:
• Analyze and prepare detailed financial plans
• Present financial strategies aligned with client needs
• Mentor advisors on incorporating financial planning




• Collaborate with internal teams for comprehensive support
• Build relationships with local experts to facilitate complex matters

Requirements:
• University degree and financial planning designation
• At least 5 years as a high net worth planner
• Life insurance and Canadian Securities licenses
• Strong knowledge of financial planning tools
• Superior communication skills to build trust

Maximize your impact in financial planning and client engagement as a Senior Financial Planner at Scotia Wealth Management in Edmonton.
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📌 Senior Financial Planner at Scotia Wealth (Alberta)
🏢 Scotiabank
📍 Alberta