Requisition ID: 106972
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Purpose of Job:
Financial Planning is a key service provided to clients of Scotia Wealth Management. The Senior Total Wealth Planner is responsible to proactively provide comprehensive financial planning advice and support to high net worth clients and act as the in-field subject matter expert and champion.
1. Responsible for delivery of end-to-end goals based financial plans by:
2. Act as subject matter expert and champion for financial planning as a key service available as part of the Scotia Wealth Management value proposition:
3. Relationship building
4. Maintain financial planning professional practice standards and internal service level agreement.
5. Contribute to the effective functioning of the Financial Planning Advisory team by:
Location(s): Canada : Alberta : Edmonton
Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.