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.

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