Senior Total Wealth Planner — Edmonton

Scotiabank; Edmonton; On-site; CAD 110,000 - 170,000; Full time

Job summary

Scotiabank is seeking a Senior Total Wealth Planner in Edmonton, AB, to deliver comprehensive financial planning for high net worth clients and act as the field expert in Scotia Wealth Management.

You will gather client data, build detailed plans, present strategies, and identify opportunities to deepen client relationships across disciplines. Travel to meet clients in designated regions is expected.

Qualifications

• University degree and professional designations required.
• Extensive experience in high net worth financial planning.
• Strong presentation and communication skills across stakeholders.

Responsibilities

• Deliver end-to-end financial plans and executive summaries for high net worth clients.
• Present financial plans and strategies to clients and advisors.
• Collaborate with tax, insurance, estate planning and philanthropy teams to integrate planning.

Skills

Interpersonal skills

Presentation skills

Travel readiness

Proactive work style

Education

University degree

IQPF designation (Quebec applicability)

Canadian Securities Course

Life Insurance license

Estate/Tax courses

Tools

Naviplan

Job description

Scotiabank is seeking a Senior Total Wealth Planner in Edmonton, AB, to deliver comprehensive financial planning for high net worth clients and act as the field expert in Scotia Wealth Management.

You will gather client data, build detailed plans, present strategies, and identify opportunities to deepen client relationships across disciplines. Travel to meet clients in designated regions is expected.