Senior High-Net-Worth Wealth Planner

Scotiabank; Vancouver; Hybrid; CAD 120,000 - 180,000; Full time

Job summary

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.

Qualifications

• University degree required.
• Accredited financial planning designation (CFP or CPA).
• Minimum of 5 years of experience as a high-net-worth financial planner.
• Life Insurance license.
• Canadian Securities Course.
• Estate and/or tax courses.

Responsibilities

• Contributes to the overall success of Total Wealth Planning, Global Wealth Solutions / Canadian Wealth Management in Canada.
• Provide in-depth, quality wealth planning advice for all life stages.
• Facilitate planning with integrated specialists (Taxation, Insurance, Estate & Trust, Philanthropy).
• Build and manage relationships to drive collaboration for a seamless client experience.
• Work with high-net-worth clients (investible assets often over $1 million).
• Ensure activities comply with regulations and internal policies.

Skills

Wealth planning

Client relationship management

Intergenerational wealth transfer

Education

University degree

CFP or CPA

Estate and/or tax courses

Canadian Securities Course

Life Insurance license

Job description

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.