Senior Wealth Management Planning Advisor
Scotiabank
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 professional 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.
#J-18808-Ljbffr
Present financial plans and related client strategiesProvide ongoing advice on complex planning strategiesFacilitate financial planning workshops and seminarsBuild relationships with external professional 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.
#J-18808-Ljbffr
Vacancy posted 40 minutes ago
Similar jobs that could be interesting for youBased on the Senior Wealth Management Planning Advisor in Winnipeg, MB vacancy
$110k - $150k per year
...Associate, Wealth Advisor - Stenner Wealth Partners+ Competitive Total Compensation Range: $110... ...(or 25M+ net worth). As a CG Wealth Management team, SWP+ is a highly exclusive practice... ...working closely with Thane Stenner and senior team members. Build trusted, multigenerational...SeniorLong term contractWork at office$70k - $150k per year
...McGill College AvenueJob Family Group: Wealth Sales & ServiceThe Wealth Planning Support Team (WPST) is a business... ...designed to assess overall wealth management needs and recommended strategies to... ...Overview The Wealth Planning Advisor (WPA) is responsible for providing...SuggestedPart timeWork at officeWork from homeBMO
Winnipeg, MB39 minutes ago- As a senior wealth management advisor, you help serve, solicit and develop and maintain business relationships with mass-affluent Signature Service members and clients.Required You advise and assist members and clients in executing strategies using the 360° approach, including...SeniorInternshipRemote workFlexible hours
Desjardins
Winnipeg, MB41 minutes ago - As a senior wealth management advisor, you develop and manage business relationships and prospect for and solicit new mass-affluent Signature Service members and clients. You develop personalized strategies and provide tailored advice and solutions to help members and clients...SeniorInternshipRemote workFlexible hours
Desjardins
Winnipeg, MB41 minutes ago - ...advice quality at Vancity by guiding Wealth Planners across retirement, investment, risk, and cash flow planning. Work onsite two days weekly.This manager leads advice-based professionals and... ...model.Key Responsibilities: Coach advisors through complex member financial scenariosPromote...Senior
Vancity
Winnipeg, MB38 minutes ago $95k - $140k per year
...Becoming an Wealth Advisor, with CC&L Private Capital may be the only career move you ever need... ...privately held discretionary investment managers, and help clients achieve their unique financial... ...service and the delivery of investment planning and portfolio management to employees...InternshipFlexible hours- ...your investment knowledge as a Toronto Wealth Advisor with remote-based flexibility and regional... ...for a leading Canadian investment management organization. Manage an established client... ...investment guidance and comprehensive financial planning. This permanent, full-time role supports...Permanent employmentFull timeRemote work
Altis
Winnipeg, MB38 minutes ago - Shape holistic financial plans and investment designs as a Senior Financial Advisor with ATB Wealth, building trusted client relationships through tailored advice.This entrepreneurial role offers autonomy while connecting clients with ATB’s internal experts. You will manage...Senior
ATB Financial
Winnipeg, MB36 minutes ago - Build comprehensive financial plans in Regina as a Wealth Management Advisor with Virtus Private Wealth, connecting tax, insurance, and estate planning.This experienced advisor will help grow VPW’s Regina presence within Virtus Group. You will develop practical strategies, strengthen...Senior
Virtus Group
Winnipeg, MB39 minutes ago - Serve Quebec high net worth clients at Wealthsimple using comprehensive financial planning and investment management expertise in a hybrid team.As a Senior or Lead Advisor, you will support clients throughout their Wealthsimple journey. You will create tailored financial plans...Senior
Wealthsimple
Winnipeg, MB36 minutes ago - Comprehensive financial planning and wealth management define this Calgary opportunity for an experienced Senior Advisor and Certified Financial Planner. Build trusted client relationships.Summit Search Group is recruiting for an established independent wealth management and...SeniorLong term contract
Summit Search Group
Winnipeg, MB37 minutes ago - ...Quebec, Canada ), is seeking talent to fill the position of Senior Manager, Financial Planning, Costing & Internal Reporting. This job is full-time... ...potential. We form a dynamic team whose diverse backgrounds and wealth of perspectives are one of the keys to our success. We...SeniorPermanent employmentFull timeWork at officeRemote work
- ...enterprise, but with the backing, support, and resources of an award-winning financial institution. As a Senior Financial Advisor at ATB Wealth, you aren’t just managing portfolios - you are crafting legacies. You are the architect of your clients’ financial futures, dedicated...SeniorLong term contractImmediate startFlexible hours
ATB
Winnipeg, MB38 minutes ago - Shape complex wealth plans for HNW/UHNW clients at BMO, using financial analysis and consultative planning expertise. Collaborate... ...with Private Bankers, Investment Counsellors, Investment Advisors, Relationship Managers, clients, and external advisors to develop comprehensive...SeniorLong term contract
BMO Nesbitt Burns Inc.
Winnipeg, MB39 minutes ago - Help shape the future of wealth management with Virtus Private Wealth (VPW). Financial decisions... ..., and we don’t believe financial planning should either. VPW brings wealth management... ...looking for an experienced Wealth Management Advisor based in Regina who wants to help us...Long term contractSummer workWork at officeLocal areaFlexible hours
Virtus Group
Winnipeg, MB37 minutes ago $70k - $140k per year
Provides wealth planning, advanced financial planning, guidance and counsel focussed on High Net... ...in partnership with Investment Advisors to develop and deliver a client-focussed... ...disciplined approach to all sales and wealth management strategies to support regional and...SeniorPart timeBMO
Winnipeg, MB39 minutes ago- As a wealth management advisor, you're responsible for developing and maintaining lasting and trusting business relationships with members and clients... ...is therefore essential. You prepare comprehensive financial plans, targeted investment and financing strategies and insurance...InternshipRemote workFlexible hoursAfternoon shift
Desjardins
Winnipeg, MB35 minutes ago $70k - $150k per year
...McGill College Avenue Job Family Group: Wealth Sales & ServiceThe Wealth Planning Support Team, part of BMO Wealth... ...process. The Wealth Planning Advisor (WPA) reviews financial plans for quality... ...and commercial banking, wealth management and investment services. As the 8th...Part timeWork at officeBMO
Winnipeg, MB36 minutes ago$70k - $150k per year
...expertise in the design, development, management and implementation of assigned... ...goals. Acts as a trusted advisor to assigned business/group.... ...issues. Builds change management plans of varying scope and type;... ...organization. In-depth knowledge of the wealth management and/or the...SeniorPart timeBMO
Winnipeg, MB39 minutes ago- ...is recruiting for an established and growing independent wealth management and financial planning firm in Calgary. The firm provides comprehensive... ...their financial lives. We are seeking an experienced Senior Wealth Management Advisor / Certified Financial Planner...SeniorLong term contract
Summit Search Group
Winnipeg, MB36 minutes ago - ...of Canada's leading boutique wealth practices, a team trusted by some... ...opportunity is differentMost advisors at this level are working... ...year, and every family receives senior level attention and proactive... ...US, and has a clear ten year plan to significantly grow the business...SeniorLong term contractWork at office
The Mirillion Group
Winnipeg, MB38 minutes ago - ...team, committed to results, in an inclusive and high-performing culture.Job Purpose: The Senior Manager, Wealth Management Taxation plays a key role in supporting wealth advisors, planning specialists, and banking partners across Scotia Wealth Management by providing tax...SeniorWork at office
Scotiabank
Winnipeg, MB36 minutes ago - Build lasting client relationships as a Wealth Advisor in Calgary, with hybrid or remote flexibility... ...expanding wealth advisory team. You will manage relationships, provide tailored investment guidance, and develop financial planning strategies. The role also involves transitioning...SeniorPermanent employmentFull timeRemote work
Altis
Winnipeg, MB36 minutes ago - Apply advanced financial planning expertise as a Total Wealth Planner serving ultra high net worth clients across... .... Build customized strategies with advisors and specialists.Scotiabank seeks a... ...Services within Canadian Wealth Management. You will create and deliver comprehensive...SeniorInternship
Scotiabank
Winnipeg, MB36 minutes ago - Lead advanced financial planning for HNW and UHNW clients as a Senior Wealth Planning Consultant, partnering with Investment Advisors at BMO. Build documented wealth strategies through discovery, analysis, and recommendations.This senior role delivers customized wealth planning...Senior
BMO
Winnipeg, MB36 minutes ago - Build lasting client relationships as an Investment Advisor in Victoria, using financial planning and portfolio management expertise at RBC Dominion Securities.This full-time Wealth Management position supports high-net-worth individuals, families, and business owners. You...Long term contractFull time
RBC Dominion Securities
Winnipeg, MB41 minutes ago - ...Nesbitt Burns in the GTA, using portfolio management and comprehensive wealth advice. Serve clients through trusted relationships.As an Investment Advisor, you will advise high-net-worth... ...generational relationships through financial planning, investment strategies, and...
BMO
Winnipeg, MB41 minutes ago - A career as a Senior Financial Planner within the Financial Planning Team at National Bank Financial (NBF) means acting as a trusted advisor to high-net-worth clients and Investment Advisors by developing... ..., taxation, retirement, and wealth transfer strategies. Your role...SeniorLong term contractFlexible hours
National Bank of Canada
Winnipeg, MB37 minutes ago - Build trusted client relationships as a Desjardins Wealth Management Advisor, using financial planning and investment expertise to shape suitable solutions. French and advanced English are required.You advise mass-affluent individuals, businesses, and business owners across...Internship
Desjardins
Winnipeg, MB38 minutes ago $100k - $140k per year
...partnering with a leading Canadian investment management organization to find an experienced, client-focused Wealth Advisor in Toronto, Ontario. This is an exciting opportunity... ...guidance, develop comprehensive financial plans, and manage long-term client relationships. You...SeniorLong term contractPermanent employmentWork at officeRemote workAltis
Winnipeg, MB38 minutes ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Management Planning Advisor. Be the first to apply!
Related searches
- financial planning consultant Winnipeg, MB
- planning consultant Winnipeg, MB
- senior disability case manager Winnipeg, MB
- senior hardware engineer Winnipeg, MB
- senior cook Winnipeg, MB
- amica senior lifestyles Winnipeg, MB
- senior building operator Winnipeg, MB
- senior project manager Winnipeg, MB
- senior communications Winnipeg, MB
- sr. IT support analyst Winnipeg, MB