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. #J-18808-Ljbffr

📌 Senior Wealth Financial Planner Ottawa
🏢 Scotiabank
📍 Ottawa