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 strategiesProvide ongoing advice on complex planning strategiesFacilitate financial planning workshops and seminarsBuild relationships with external qualified expertsMaintain practice standards and meet service agreementsRequirements:
Five years of high net worth planning experienceAccredited financial planning designation, including IQPF where applicableUniversity degree and Life Insurance licenseCanadian Securities Course and estate or tax coursesKnowledge of insurance products and solutionsUse Naviplan, presentation skills, and planning knowledge to strengthen client service across Scotiabank’s Vancouver wealth practice.
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