Deliver comprehensive financial planning in Ottawa for high net worth clients, using deep discovery and sophisticated wealth strategies. Travel within the designated region as required.
As a Senior Total Wealth Planner with Scotia Wealth Management, you will prepare, analyze, review, and present client-focused plans. You will provide advice across investments, asset protection, retirement, estate planning, cash management, and taxation. The role also champions financial planning among Advisors and Relationship Managers.
Key Responsibilities:
- Gather client data through deep discovery
- Prepare and review comprehensive financial plans
- Present plans and related strategies
- Provide advice on complex planning strategies
- Collaborate with taxation, insurance, estate, and philanthropic experts
Requirements:
- University degree
- Accredited financial planning designation
- At least five years as a high net worth financial planner
- Life Insurance license and Canadian Securities Course
- Expert knowledge of Naviplan software
Apply your financial planning expertise, presentation skills, and relationship-building ability to serve Scotia Wealth Management clients in Ottawa.
Senior Wealth Financial Planner Ottawa employer: Scotiabank
Scotiabank is an exceptional employer that fosters a purpose-driven and inclusive culture, making it an ideal place for professionals seeking to excel in the financial services industry. With a strong focus on employee growth, you will have access to comprehensive training and development opportunities while working alongside senior leadership in a collaborative environment. Located in vibrant cities like Calgary and Vancouver, you will enjoy a dynamic work-life balance and the chance to make a meaningful impact on ultra-high net worth clients across Canada and internationally.
