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.
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Senior High Net Worth Financial Planner in Vancouver 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.
