Join Scotiabank as a Total Wealth Planner and bring strategic wealth solutions to High-Net-Worth clients. Based in Oakville, Ontario, you will integrate financial advice with specialized planning services to address the unique needs of wealthy clients, including executives and business owners. Facilitate workshops and client seminars on planning topics
- Enhance client relationships through focused outreach
- Ensure compliance with regulatory and risk requirements Bachelor’s degree and recognized financial planning credential (CFP or CPA)
- At least 5 years of experience in high-net-worth planning
- Valid Life Insurance license and completion of the Canadian Securities Course
- Expertise in estate and tax planning
- Adept at risk management and operational compliance
📌 Total Wealth Planning Consultant Role (Oakville)
🏢 Scotiabank
📍 Oakville
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