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Added 9 mins ago
GP
Account Executive
Gather Packaging
Toronto, ON
- $80,000 to $100,000 CAD / year
- Full-time
We are looking for an Account Executive to grow with us. You will manage existing accounts alongside our Senior Account Executives and build your own territory from the ground up.
Added 9 mins ago
A-
Senior Project Manager
AMA - Alberta Motor Association
Edmonton, AB · Administration Centre
- Full-time
Exceptional communication with senior stakeholders.
Added 9 mins ago
M
Senior Manager, Operational Resilience
Manulife
Toronto, ON · Waterloo, ON · Montreal, QC · Halifax, NS
- Full-time
Reporting into the Director, Operational Resilience, the Senior Manager, Operational Resilience is a key member of the global Operational Risk & Resilience Management (ORRM) 2nd line of…
Added 9 mins ago
L
Senior Frontend Developer
LifeWorks
AB · Winnipeg, MB · Toronto, ON · Ottawa, ON · Victoria, BC · Vancouver, BC · Charlottetown, PE · Halifax, NS · St. John's, NL · Calgary, AB · ON
- Full-time
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Added 9 mins ago
Mine Projects Technician, UG
B2GOLD
NU
B2Gold is a responsible international senior gold producer headquartered in Vancouver, Canada. Founded in 2007, today, B2Gold has operating gold mines in Canada, Mali, Namibia and the…
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IE
Directeur(trice) principal, Solutions aux patients, Canada /Senior Director Patient Solutions, Canada
Inizio Engage
Toronto, ON · Ottawa, ON · Mississauga, ON · Dorval, QC · Montreal, QC · Quebec, QC · Laval, QC
- Full-time
Added 9 mins ago
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Scotiabank
Toronto, ON
The Senior Delivery Manager, Enterprise Delivery Office supports Director-level leadership in the end-to-end management of projects within the Enterprise Delivery Office (EDO). This role is…
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HI
Senior Compliance and Licensing Specialist
HUB International
Toronto, ON · Montreal, QC · Chilliwack, BC · Vancouver, BC · Calgary, AB
- Full-time
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Added 9 mins ago
PC
IT Product Intern - Data and Analytics - May 2027 (4-Month Term)
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Calgary, AB
- Full-time
…products that address real business needs. Working alongside the Senior Product Leads for Retail Data & Analytics and Supply & Operations Data & Analytics, the student will collaborate with…
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Toronto, ON
Be the key senior day-to-day point of contact for client and internal team; must have a proven track record of building trusting, professional relationships internally, with clients, and…
Added 9 mins ago
Governance and Stakeholder Coordination
Government of Alberta
AB
The role works within established priorities and governance processes, with guidance from the Director and Senior Policy Advisor on complex, sensitive or high-risk matters.
Added 9 mins ago
PG
Sr. Account Manager (PR)
Publicis Groupe Holdings B.V
Toronto, ON
- Temporary
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Added 9 mins ago
Senior Manager, Health, Safety and Environment (HSE), Saskatchewan
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Regina, SK
…project delivery. We are seeking a strategic and experienced Senior Manager, Health, Safety & Environment (HSE), Capital Programs to lead the development, implementation, and continuous…
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Controller, North America
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Calgary, AB
The Controller, North America is a senior member of the Finance organization and is responsible for financial reporting, governance, controllership, compliance, internal controls, and…
Added 9 mins ago
GP
Account Executive
Gather Packaging
Toronto, ON
- Full-time
We are looking for an Account Executive to grow with us. You will manage existing accounts alongside our Senior Account Executives and build your own territory from the ground up.
Added 9 mins ago
G
Administrative Assistant, Human Resources (Temporary)
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Elkford, BC
- Temporary
Reporting to the Senior Advisor, Human Resources, the Administrative Assistant, Human Resources is responsible for providing support to the Human Resources (HR) department on site.
Added 9 mins ago
TU
Student Financial Management Analyst
The University of British Columbia
Vancouver, BC
- $7,158.42 to $10,292.25 CAD / month
- Full-time
Works in collaboration with the Senior Financial Analyst and Integrated Service Centre (ISC) on the administration and maintenance of fee rules in Workday.
Added 9 mins ago
B-
Operator - II
B2Gold - Nunavut
NU · Nunavut, Canada
- Full-time
B2Gold is a responsible international senior gold producer headquartered in Vancouver, Canada. Founded in 2007, today, B2Gold has operating gold mines in Mali, Namibia and the Philippines,…
Added 9 mins ago
B-
Mine Projects Technician, UG
B2Gold - Nunavut
NU · Nunavut, Canada
- Full-time
B2Gold is a responsible international senior gold producer headquartered in Vancouver, Canada. Founded in 2007, today, B2Gold has operating gold mines in Canada, Mali, Namibia and the…
Added 9 mins ago
BO
Senior Supervisor, Cyber Risk Supervision
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- Temporary
As a Senior Supervisor in the Risk Supervision team, you will play a crucial role in shaping the Bank’s retail payments supervisory framework in a fast-paced and dynamic environment. Being…
Added 9 mins ago
TC
Executive Assistant
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…fire services labour relations, corporate strategy, Council, Senior Leadership Team discussions, and emergency operations. During major incidents or Emergency Operations Centre activations,…
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- Full-time
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S
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- Full-time
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Added 9 mins ago
M
Associate Director, Paid Social (Remote)
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- Full-time
Serve as a senior sponsor contact for several client accounts led by your team: building relationships with client decision makers, elevating the strategic conversation, and ensuring an…
Added 9 mins ago
K
FULLSTACK ENGINEER
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- Full-time
Discuss system design, suggest solutions to technical problems and ask senior engineers for help when needed.

Scotiabank

Senior Total Wealth Planner - Edmonton, AB

Edmonton, AB, T2P 1N2, Canada

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Job details

Experience: Minimum of 5 years of experience as a high net worth financial planner
Posting language: English
Posted: Nov 6, 2026

Original job description

Requisition ID: 278542

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

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.

Major Accountabilities:

Responsible for delivery of end-to-end goals based financial plans by:

Gathering key pertinent data and information about the client through deep discovery
Preparing, analyzing and reviewing the financial plan and client focused executive summary to ensure that it is congruent with the client's specific needs
Presenting the financial plan and related strategies
Identifying opportunities to deepen the relationship and drive business results.

Act as subject matter expert and champion for financial planning as a key service available as parat of the Scotia Wealth Management value proposition:

Providing ongoing professional financial planning advice on complex strategies
Fostering and encouraging Advisors and Relationship Managers to incorporate financial planning in their business model.
Championing the value, benefits and outcomes of financial planning to both advisors/RMs and clients.
Collaborating with internal colleagues (including taxation, insurance consultants, will and estate planners, philanthropic group) to ensure there is an integrated and organized approach to financial planning
Providing local sofware support and advice as required
Preparing and facilitating client and staff workshops and seminars on various current topics relating to financial planning

Relationship building

Develop professional relationships with local external experts (i.e. CA's, lawyers, and other professionals as required) to provide optimal service on complex planning matters.
Build relationships with internal advisors/RMs and other experts to drive collaboration among team members
Maintain financial planning professional practice standards and internal service level agreement.
Remain current on all financial planning related topics
Following standard procedures, best practices and professional codes of conduct in regards to client engagements.
Meet or exceed SLAs

Contribute to the effective functioning of the Financial Planning Advisory team by:

Participating actively in team learning development activities and team performance achievements.
Building effective working relationships across the team and with various business line and corporate function contacts
Maintaining a high level of customer service
Facilitating a culture of open and honest communication
Actively participating and contributing to touch bases and team meetings
Encouraging the generation of new ideas and approaches
Actively share knowledge and experience to enhance the development of all team members
Developing and executing a meaningful employee development plan

Functional Competencies:

Comprehensive technical understanding and execution of the financial planning process including investments, asset protection, retirement, estate planning, cash management, and taxation issues
Presentation skills particularly related to financial matters including the ability to present complex financial concepts in an easily understood manner
Excellent inter-personal skills and ability to quickly build relationships and trust.
Working knowledge of the Wealth Management business line including the value proposition, the products and services it provides to high net worth clients, and the manner in which they are delivered
Ability to work independently in a proactive manner as well as within a Team of Experts to identify
opportunities while providing the highest level of service possible to the client. This includes the ability to ensure experts are engaged at the right time and in the appropriate manner so as to maximize client service and opportunities for Wealth Management
Expert knowledge of financial planning software (Naviplan) in order to prepare financial plans
Ability to travel to meet clients within a designated region to achieve goals in a timely manner
Knowledge of insurance products and solutions

Educational Requirements:

Required:

Professional designation: CPA
University degree
Accredited financial planning designation (IQPF applicable for Quebec)
Minimum of 5 years of experience as a high net worth financial planner

Desirables:

TEP designation
Life Insurance license
Professional designation (CMA, CGA, LLB)
Canadian Securities Course
Additional estate and/or tax courses

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.

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More about this job

Responsibilities

The Senior Total Wealth Planner provides comprehensive, goals-based financial planning advice to high net worth clients. They act as a subject matter expert, collaborating with internal teams and external professionals to deliver integrated wealth management strategies.

Requirements

Candidates must hold a CPA designation and an accredited financial planning designation, along with a minimum of 5 years of experience in high net worth financial planning. Strong technical knowledge of financial planning software and excellent interpersonal skills are required for this role.

Skills

Financial planning
Wealth management
High net worth client service
Naviplan
Taxation
Estate planning
Retirement planning
Asset protection
Cash management
Relationship building
Presentation skills
Insurance solutions
Strategic planning
Client discovery
Financial analysis

Visa sponsorship

Not detected in the job text

Keywords

Financial Planning
Wealth Management
CPA
Naviplan
High Net Worth
Estate Planning
Taxation
Insurance
Retirement Planning
Asset Protection
Cash Management
Client Discovery
Financial Advisory
Relationship Management
TEP
Life Insurance License
CMA
CGA
LLB
Canadian Securities Course
Investment Planning
Strategic Advice
Client Workshops
Professional Standards
Service Level Agreement
Financial Analysis
Business Development
Team Collaboration
Subject Matter Expert
Financial Services

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