Comprehensive financial planning expertise drives this Senior Financial Planner role with Scotiabank in Vancouver, supporting high net worth clients.

As a Senior Total Wealth Planner, you will deliver end-to-end, goals-based financial plans and provide complex strategy advice. Your work spans investments, asset protection, retirement, estate planning, cash management, and taxation. You will also champion planning across Scotia Wealth Management.

Key Responsibilities:

- Gather client data through deep discovery
- Prepare, analyze, and present financial plans
- Identify opportunities to deepen client relationships
- Advise Advisors and Relationship Managers on complex strategies
- Collaborate with taxation, insurance, estate, and philanthropic experts

Requirements:

- University degree and accredited financial planning designation
- At least five years as a high net worth financial planner
- Life Insurance license and Canadian Securities Course
- Additional estate or tax courses
- Expert Naviplan software knowledge and travel availability

Apply your financial planning, presentation, and relationship-building expertise to serve Scotiabank wealth clients in Vancouver.

📌 Senior High Net Worth Financial Planner (Canada)
🏢 Scotiabank
📍 Canada