Senior Wealth Planner Advanced Planning

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 presentationProvide advice across life stages and intergenerational wealth transferCollaborate with advisors and internal planning specialistsPrepare and facilitate client and staff workshopsMaintain compliant operations and effective business controlsRequirements:
University degree and accredited financial planning designationMinimum five years as a high net worth financial plannerComprehensive financial planning process knowledge and executionExpert knowledge of Architect financial planning softwareStrong presentation, interpersonal, and relationship-building skillsUse advanced planning, presentation, and relationship skills to deliver customized wealth strategies for Scotiabank’s UHNW clients.
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