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 discoveryPrepare, analyze, and present financial plansIdentify opportunities to deepen client relationshipsAdvise Advisors and Relationship Managers on complex strategiesCollaborate with taxation, insurance, estate, and philanthropic expertsRequirements: University degree and accredited financial planning designationAt least five years as a high net worth financial plannerLife Insurance license and Canadian Securities CourseAdditional estate or tax coursesExpert Naviplan software knowledge and travel availabilityApply your financial planning, presentation, and relationship-building expertise to serve Scotiabank wealth clients in Vancouver.#J-18808-Ljbffr

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