Senior Wealth Planning Strategist (Ottawa)

Senior Wealth Planning Strategist (Ottawa)

06 Oct
|
Scotiabank
|
Ottawa

06 Oct

Scotiabank

Ottawa

Scotiabank is seeking a Senior Total Wealth Planner to proactively provide comprehensive financial planning advice to high net worth clients. This in-field expert will deliver end-to-end plans, present strategies, and identify opportunities to deepen client relationships within the Scotia Wealth Management framework.

The role requires university degree, IQPF, a life insurance license, and relevant certifications, with experience in Naviplan and complex planning.

📌 Senior Wealth Planning Strategist (Ottawa)
🏢 Scotiabank
📍 Ottawa

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