Scotia Wealth Management seeks a Senior Total Wealth Planner in Vancouver skilled in Naviplan, complex planning, and client presentations.
This senior position provides comprehensive advice and support to high net worth clients through goals-based financial plans. You will review client-focused recommendations, present related strategies, and identify opportunities supporting Wealth Management results. The role also champions financial planning among Advisors, Relationship Managers, and clients.
Key Responsibilities: Present financial plans and related client strategies
Provide ongoing advice on complex planning strategies
Facilitate financial planning workshops and seminars
Build relationships with external qualified experts




Maintain practice standards and meet service agreements
Requirements: Five years of high net worth planning experience
Accredited financial planning designation, including IQPF where applicable
University degree and Life Insurance license
Canadian Securities Course and estate or tax courses
Knowledge of insurance products and solutions
Use Naviplan, presentation skills, and planning knowledge to strengthen client service across Scotiabank’s Vancouver wealth practice.

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📌 Senior Wealth Management Planning Advisor (British Columbia)
🏢 Scotiabank
📍 British Columbia