Title: Total Wealth Planner, Advanced Planning Services - Western CanadaRequisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.PurposeContributes to the overall success of the Total Wealth Planning, APS, Client Solutions / Canadian Wealth Management in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures. Total Wealth Planners, APS are the “in-field” resource to create and deliver Total Wealth Plans for Ultra High Net Worth clients working directly with SWM advisors and their clients. TWPs, APS work closely with advisors and local team of specialists to formulate and present strategic Total Wealth Plans and full comprehensive Total Wealth Plans for APS.AccountabilitiesChampions a client focused culture to deepen client relationships and leverage broader

📌 Total Wealth Planner, Advanced Planning Services - Western Canada (Calgary)
🏢 Scotiabank
📍 Calgary