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 skilled 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.

📌 Senior Wealth Management Planning Advisor (Vancouver)
🏢 Scotiabank
📍 Vancouver