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
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