Elevate your career at Scotiabank as a Total Wealth Planner focused on High-Net-Worth clients. Deliver bespoke financial strategies tailored to client needs in an inclusive environment.
This role in Oakville, Ontario, supports Scotia Wealth Management and requires a financial planning designation, advanced financial strategies, and a proven track record with HNW clients. You will produce comprehensive wealth plans, work alongside advisors, and liaise with specialists to ensure clients receive top-notch service across complex financial matters, emphasizing growth and protection of wealth.
Key Responsibilities:
• Champion client-focused culture and deepen relationships
• Provide in-depth wealth planning guidance for diverse needs
• Conduct full wealth planning processes and presentations




• Collaborate with internal specialists for optimal planning
• Manage relationships with external advisors for seamless service
Requirements:
• University degree and financial planning designation (CFP or CPA)
• Minimum of 5 years as a high-net-worth financial planner
• Life Insurance license and Canadian Securities Course
• Estate and tax course completion is preferred
• Robust understanding of compliance and risk management
Drive transformative wealth planning conversations at Scotiabank, contributing to client success and financial security.
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📌 High Net Worth Total Wealth Planner (Oakville)
🏢 Scotiabank
📍 Oakville