Senior Financial Planning Specialist Vancouver

Serve Scotiabank clients in Vancouver as a Senior Financial Planning Specialist, combining integrated advice with strong relationship-building skills.The Senior Total Wealth Planner acts as an in-field subject matter expert for Scotia Wealth Management’s planning service. You will coordinate with internal specialists, Advisors, Relationship Managers, and external professionals on complex client matters. The position requires independent initiative, teamwork, and comprehensive technical understanding.Key Responsibilities:
Coordinate integrated approaches to financial planningSupport local financial planning software needsEncourage collaboration among Advisors and expertsShare knowledge through team learning activitiesMaintain high customer service and open communicationRequirements:
University degree and recognized planning designationMinimum five years planning for high net worth clientsLife Insurance license and Canadian Securities CourseTechnical knowledge across investments and taxationAbility to work independently and travel regionallyBring technical financial planning knowledge, collaboration, and trusted communication to Scotiabank’s Senior Planner team in Vancouver.
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