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.