Step into a pivotal role as a Total Wealth Planner with Scotiabank, serving High-Net-Worth clients in Ontario. Provide tailored financial strategies that resonate with client aspirations. As a key part of Scotia Wealth Management in Oakville, this position enables you to design and present comprehensive wealth solutions for affluent clients.

Your focus will be on nurturing deep client relationships and ensuring their financial security through exceptional planning and advice, backed by collaboration with internal specialists. Key Responsibilities:
Conduct and deliver total wealth planning from discovery to presentation
Foster a customer-centric culture and enhance client trust
Engage with various financial specialists for holistic strategies




Execute workshops for clients on financial planning topics
Maintain compliance within financial and operational standards Requirements:
University degree and CFP or CPA certification
Minimum 5 years as a financial planner focused on high-net-worth individuals
Life Insurance licensed and completed the Canadian Securities Course
Experienced in estate and tax planning discussions
Understanding of compliance and banking risk culture Lead impactful wealth planning at Scotiabank, focusing on client needs and financial empowerment.

📌 Scotiabank Total Wealth Planner Position Oakville
🏢 Scotiabank
📍 Oakville