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Scotiabank

Senior Total Wealth Planner - Ottawa, ON

Ottawa, ON, K2K 2M5, Canada

Experience: Minimum of 5 years of experience as a high net worth financial planner
Posting language: English
Posted: Sep 29, 2026

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Original job description

Requisition ID: 274684

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 : Ontario : Ottawa

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 delivers comprehensive, goals-based financial plans to high net worth clients while acting as a subject matter expert. They collaborate with internal teams and external professionals to provide integrated advice and drive business results through relationship management.

Requirements

Candidates must hold a CPA designation and an accredited financial planning designation, with at least 5 years of experience in high net worth financial planning. Proficiency in financial planning software like Naviplan and strong interpersonal and presentation skills are required.

Skills

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

Visa sponsorship

Not detected in the job text

Keywords

Financial Planning
Wealth Management
CPA
Naviplan
High Net Worth
Estate Planning
Taxation
Asset Protection
Retirement Planning
Insurance
Relationship Management
Financial Advisory
Investment
Cash Management
Client Discovery
Strategic Planning
TEP
Life Insurance License
CMA
CGA
LLB
Canadian Securities Course
Financial Analysis
Business Development
Stakeholder Management

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