Join Scotiabank as a Total Wealth Planner and bring strategic wealth solutions to High-Net-Worth clients. This position emphasizes collaboration and client-first approaches in a agile setting.
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. This role demands excellent client management skills, the capability to deliver comprehensive wealth strategies, and the aspiration to expand your client base by enhancing service offerings.
Key Responsibilities:
• Develop and deliver customized Total Wealth Plans
• Champion interdisciplinary collaboration for financial advice
• Facilitate workshops and client seminars on planning topics




• Enhance client relationships through focused outreach
• Ensure compliance with regulatory and risk requirements
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
Transform financial futures through tailored advice and strong client relationships at Scotiabank.
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📌 Total Wealth Planning Consultant Role (Oakville)
🏢 Scotiabank
📍 Oakville