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 (Winnipeg)
🏢 Scotiabank
📍 Winnipeg