Job opportunity
Senior High Net Worth Financial Planner
Scotiabank
Comprehensive financial planning expertise drives this Senior Financial Planner role with Scotiabank in Vancouver, supporting high net worth clients.
As a Senior Total Wealth Planner, you will deliver end-to-end, goals-based financial plans and provide complex strategy advice. Your work spans investments, asset protection, retirement, estate planning, cash management, and taxation. You will also champion planning across Scotia Wealth Management.
Key Responsibilities:
Gather client data through deep discovery
Prepare, analyze, and present financial plans
Identify opportunities to deepen client relationships
Advise Advisors and Relationship Managers on complex strategies
Collaborate with taxation, insurance, estate, and philanthropic experts
Requirements:
University degree and accredited financial planning designation
At least five years as a high net worth financial planner
Life Insurance license and Canadian Securities Course
Additional estate or tax courses
Expert Naviplan software knowledge and travel availability
Apply your financial planning, presentation, and relationship-building expertise to serve Scotiabank wealth clients in Vancouver.
#J-18808-Ljbffr
Apply on source site As a Senior Total Wealth Planner, you will deliver end-to-end, goals-based financial plans and provide complex strategy advice. Your work spans investments, asset protection, retirement, estate planning, cash management, and taxation. You will also champion planning across Scotia Wealth Management.
Key Responsibilities:
Gather client data through deep discovery
Prepare, analyze, and present financial plans
Identify opportunities to deepen client relationships
Advise Advisors and Relationship Managers on complex strategies
Collaborate with taxation, insurance, estate, and philanthropic experts
Requirements:
University degree and accredited financial planning designation
At least five years as a high net worth financial planner
Life Insurance license and Canadian Securities Course
Additional estate or tax courses
Expert Naviplan software knowledge and travel availability
Apply your financial planning, presentation, and relationship-building expertise to serve Scotiabank wealth clients in Vancouver.
#J-18808-Ljbffr