Apply advanced financial planning expertise as a Total Wealth Planner serving ultra high net worth clients across Western Canada. Build customized strategies with advisors and specialists.

Scotiabank seeks a Total Wealth Planner for Advanced Planning Services within Canadian Wealth Management. You will create and deliver comprehensive wealth plans for ultra high net worth clients, including business owners, professionals, executives, and families with complex dynamics. The work spans investments, asset protection, retirement, estate planning, cash management, and taxation. Collaboration includes SWM advisors, Taxation, Insurance, Estate & Trust, and Philanthropy specialists.

Key Responsibilities:

- Conduct wealth planning from discovery through client plan presentation
- Provide advice across life stages and intergenerational wealth transfer




- Collaborate with advisors and internal planning specialists
- Prepare and facilitate client and staff workshops
- Maintain compliant operations and effective business controls

Requirements:

- University degree and accredited financial planning designation
- Minimum five years as a high net worth financial planner
- Comprehensive financial planning process knowledge and execution
- Expert knowledge of Architect financial planning software
- Robust presentation, interpersonal, and relationship-building skills

Use advanced planning, presentation, and relationship skills to deliver customized wealth strategies for Scotiabank’s UHNW clients.

📌 Senior Wealth Planner Advanced Planning (Canada)
🏢 Scotiabank
📍 Canada