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
- Solid understanding of compliance and risk management Drive transformative wealth planning conversations at Scotiabank, contributing to client success and financial security.

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