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 workplace.

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 • Strong understanding of compliance and risk management

Drive transformative wealth planning conversations at Scotiabank, contributing to client success and financial security. #J-18808-Ljbffr

📌 High Net Worth Total Wealth Planner (Winnipeg)
🏢 Scotiabank
📍 Winnipeg