Lead financial planning excellence at Scotia Wealth Management in Calgary or Vancouver, using coaching and strategic planning expertise to strengthen Advisor experiences.

The Financial Planning Practice Lead shapes enterprise-wide initiatives that improve client value, business growth, and sales effectiveness. You will develop planning tools, deliver training, coach Advisors, and support Leaders across financial planning practices.

The position also promotes consistent standards, quality plans, and continuous improvement throughout Scotia Wealth.

Key Responsibilities:

- Develop enterprise-wide financial planning initiatives and Advisor tools
- Design and deliver field-based financial planning training curricula
- Coach and mentor Advisors across financial planning processes




- Review financial plans against strategic objectives and evolving standards
- Promote best practices, qualified standards, and continuous improvement

Requirements:

- Experience as a financial planner or client-facing Advisor
- University degree in business, commerce, or equivalent experience
- Certified Financial Planner or equivalent IQPF designation
- Proven training, coaching, presentation, and communication skills
- Ability to travel and work non-standard hours

Apply financial planning expertise, coaching capability, and strategic acumen to advance consistent Advisor practices across Scotia Wealth.

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📌 Financial Planning Practice Lead (Vancouver)
🏢 Scotiabank
📍 Vancouver