Deliver comprehensive financial planning in Ottawa for high net worth clients, using deep discovery and sophisticated wealth strategies. Travel within the designated region as required.

As a Senior Total Wealth Planner with Scotia Wealth Management, you will prepare, analyze, review, and present client-focused plans. You will provide advice across investments, asset protection, retirement, estate planning, cash management, and taxation. The role also champions financial planning among Advisors and Relationship Managers.

Key Responsibilities:

- Gather client data through deep discovery
- Prepare and review comprehensive financial plans
- Present plans and related strategies
- Provide advice on complex planning strategies
- Collaborate with taxation, insurance, estate, and philanthropic experts

Requirements:

- University degree
- Accredited financial planning designation
- At least five years as a high net worth financial planner
- Life Insurance license and Canadian Securities Course
- Expert knowledge of Naviplan software

Apply your financial planning expertise, presentation skills, and relationship-building ability to serve Scotia Wealth Management clients in Ottawa.

📌 Senior Wealth Financial Planner Ottawa
🏢 Scotiabank
📍 Ottawa