At a Glance
- Tasks: Deliver tailored wealth management advice and guide intergenerational wealth transfers.
- Company: Join Scotiabank, a leader in financial services with a focus on client relationships.
- Benefits: Enjoy competitive salary, comprehensive benefits, and opportunities for professional growth.
- Other info: Collaborative environment with a focus on complex financial profiles.
- Why this job: Make a real impact by helping high-net-worth clients achieve their financial goals.
- Qualifications: Experience in wealth planning and strong relationship-building skills are essential.
The predicted salary is between 90000 - 110000 $ per year.
Scotiabank is seeking a senior wealth planner to deliver comprehensive, tailored wealth management advice to high-net-worth clients in Canada.
You will guide intergenerational wealth transfers and coordinate with tax, insurance, and estate specialists to craft integrated plans.
The role emphasizes client relationships, collaboration with Wealth Advisors, and meeting the needs of clients with complex financial profiles and asset bases exceeding $1 million.
#J-18808-Ljbffr
Senior High-Net-Worth Wealth 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.
