Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 17 mins ago
E
Senior Advisor - Operational and Closure Readiness
eTeam
Montreal, QC
- $85 to $95 CAD / hour
- Contract
Job Title: Senior Advisor - Operational and Closure Readiness
Added 20 mins ago
AG
Director, Audience Strategy
Adelphi Group
Toronto, ON
- Full-time
Serving as a trusted advisor, you will connect client priorities to the right data capabilities (1P, 2P, 3P), technology, and strategy, to help drive measurable business outcomes.
Added 20 mins ago
Oracle Senior Solution Delivery manager - Managed Services
Talents LGS
Montreal, QC
…Support) is responsible for managing and developing long-term client relationships after Oracle solutions go live. Acting as the main point of contact for support and maintenance services,…
Added 20 mins ago
A
Regional Client Lead
Accenture
Mississauga, ON
- Full-time
The Regional Client Manager is a senior client-facing leader responsible for driving delivery excellence, client satisfaction, and measurable business impact across regional Digital Inside…
Added 20 mins ago
A
Principal Commerce Technology Advisor
Accenture
Toronto, ON · Ottawa, ON · Montreal, QC · Vancouver, BC · Calgary, AB
- Full-time
Serve as a trusted client advisor providing executive-level thought leadership on commerce and customer technology trends and platform capabilities including AI-enabled experiences, digital…
Added 35 mins ago
SL
Consultant ou consultante en planification financière / Consultant -Financial Planning Services
Sun Life
Montreal, QC · Quebec, QC · Sun Life Montreal Metcalfe
- Full-time
Added 35 mins ago
C
Financial Advisor-CIRO-MFD/AMF
CIBC
Fernie, BC
- Full-time
As a member of the Personal and Business Banking Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client…
Added 47 mins ago
WI
Project Control Manager
WSP in Canada
Vancouver, BC
- Full-time
…service, meeting overall project controls requirements and client expectations. This role is essential for the successful and efficient delivery of technical services, whether for small or…
Added 47 mins ago
WI
Project Control Manager
WSP in Canada
AB · Edmonton, AB
- Full-time
…service, meeting overall project controls requirements and client expectations. This role is essential for the successful and efficient delivery of technical services, whether for small or…
Added 47 mins ago
WI
Project Control Manager
WSP in Canada
Calgary, AB
- Full-time
…service, meeting overall project controls requirements and client expectations. This role is essential for the successful and efficient delivery of technical services, whether for small or…
Added 47 mins ago
MW
Wealth Management Associate
Manulife Wealth
Dorval, QC
- Full-time
…short-term position, but a foundation toward becoming a trusted advisor with the opportunity to build your own practice over…
Added 47 mins ago
MW
Associate Investment Advisor
Manulife Wealth
Montreal, QC
- Full-time
…every aspect of the advisory business, from prospecting and client acquisition to portfolio construction, retirement projections, and ongoing client…
Added 47 mins ago
WI
Project Control Manager
WSP in Canada
Toronto, ON
- Full-time
…service, meeting overall project controls requirements and client expectations. This role is essential for the successful and efficient delivery of technical services, whether for small or…
Added 47 mins ago
WI
Project Control Manager
WSP in Canada
Quebec, QC
- Full-time
…service, meeting overall project controls requirements and client expectations. This role is essential for the successful and efficient delivery of technical services, whether for small or…
Added 47 mins ago
WI
Project Control Manager
WSP in Canada
Montreal, QC
- Full-time
…service, meeting overall project controls requirements and client expectations. This role is essential for the successful and efficient delivery of technical services, whether for small or…
Added 50 mins ago
Project Control Manager
WSP
Montreal, QC
…service, meeting overall project controls requirements and client expectations. This role is essential for the successful and efficient delivery of technical services, whether for small or…
Added 50 mins ago
Business Advisor - Bilingual Mandarin/Cantonese (Mobility Within Scarborough & Other Districts)
Scotiabank
Toronto, ON · Scarborough, ON
Added 57 mins ago
Industrial Technology Advisor - Defence or Food Production
National Research Council Canada
Ontario: exact location to be, ON
We are looking for a senior-career Industrial Technology Advisor (ITA) to support the NRC Industrial Research Assistance Program (NRC IRAP). The ITA would be someone who shares our core…
Added 1 hour ago
FI
Associate Broker
Fortiva Insurance
Markham, ON
- Full-time
…risks to underwriters, negotiate coverage, and become a trusted advisor to business…
Added 1 hour ago
MM
Miu Miu Client Advisor Toronto Holt Renfrew
Miu Miu
Toronto, ON
- Full-time
…extraordinary and memorable luxury customer experience placing the Client above all, discovering their needs and expectations, fostering meaningful relationships and developing their Brand…
Added 1 hour ago
TM
Client Relationship Associate
Tulett, Matthews & Associates
Kirkland, QC
- Full-time
…promptly, documentation is organized and complete, and the advisor can confidently rely on you to manage important aspects of the client-service process. Over time, we would expect you to…
Added 1 hour ago
RE
Lead Civil / Structural Engineer
Rally Engineering
Sherwood Park, AB
- Full-time
Participate in client meetings and act as a trusted technical advisor throughout project execution.
Added 1 hour ago
NF
Commercial Insurance Specialist (T)
Northbridge Financial Corporation
Mississauga, ON
- Full-time
…meaningful partnerships with business owners, and become a trusted advisor in the commercial insurance…
Added 1 hour ago
H
Human Resources Director
Hays
Toronto, ON · Etobicoke, ON
- $120,000 to $140,000 CAD / year
- Full-time
Our client is a leading organization in the equipment and services industry, supporting businesses across Canada through innovative solutions and a strong commitment to operational…
Added 1 hour ago
Wealth Advisor, Employee Accounts
Connor, Clark & Lunn Private Capital Ltd.
Winnipeg, MB
An Wealth Advisor, Employee Accounts, you will be entrusted with managing an established book of employee clients while actively cultivating relationships within Connor, Clark Financial…

Scotiabank

Total Wealth Planner, Advanced Planning Services - Ontario

Toronto, ON, M5H 1H1, Canada

Apply About employer

Applications open in a new tab.

Job details

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

Original job description

Requisition ID: 274566

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

Purpose

Contributes to the overall success of the Total Wealth Planning, APS, Client Solutions / Canadian Wealth Management in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.

Total Wealth Planners, APS are the “in-field” resource to create and deliver Total Wealth Plans for Ultra High Net Worth clients working directly with SWM advisors and their clients. TWPs, APS work closely with advisors and local team of specialists to formulate and present strategic Total Wealth Plans and full comprehensive Total Wealth Plans for APS.

Accountabilities

• Champions a client focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
• Provide In-depth, quality wealth planning advice for all life stages. Guidance through intergenerational wealth transfer process and consults related to Advisor-led Total Wealth Plans
• Conduct full total wealth planning process from discovery to plan presentation. Facilitate our value proposition of trusted advice and customized solutions. Typical client profiles are UHNW clients with investable assets of at least $5MM seeking custom tailored strategies including business owners and professionals interested to accumulate, preserve and pass on their wealth; executives with stock options, wealthy individuals with complex family dynamics such as blended families
Increase breadth of client base (i.e. new clients), measured by plans completed to advisors not previously engaged.
Champion an integrated and organized approach to planning through collaboration with internal specialists (Taxation, Insurance, Estate & Trust, Philanthropy) Advocate for advisors to leverage the right planning resources for the right clients and help triage clients into the appropriate channel. Prepare and facilitate client and staff workshops and seminars on various current topics relating to financial planning as required.
• Build and manage relationships to drive collaboration to provide a seamless and cohesive client experience; work effectively with client’s other external professional advisors (i.e. CPAs, lawyers, and other professionals as required) to provide optimal service on complex planning matters.
• Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
• Actively pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
• Champions a high performance environment and contributes to an inclusive work environment.

Education / Work Experience / Designations

• University degree
• Accredited financial planning designation (Pl.Fin -IQPF applicable for Quebec)
• Minimum of 5 years of experience as a high net worth financial planner
• Comprehensive technical understanding and execution of the financial planning process including investments, asset protection, retirement, estate planning, cash management, and taxation issues
• Strong presentation skills particularly related to financial matters including the ability to present complex financial concepts in an easily understood manner
• Strong 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
• Expert knowledge of financial planning software (Architect) in order to prepare financial plans
• Knowledge of insurance products and solutions manner in which they are delivered

Location(s): Canada : Ontario : Toronto || Canada : Ontario : Brampton || Canada : Ontario : Hamilton || Canada : Ontario : Kitchener || Canada : Ontario : London (ON) || Canada : Ontario : Mississauga || Canada : Ontario : Sudbury || Canada : Ontario : Thunder Bay || Canada : Ontario : Windsor

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.

Apply About employer

More about this job

Responsibilities

The Total Wealth Planner creates and delivers comprehensive wealth plans for Ultra High Net Worth clients by collaborating with advisors and internal specialists. They are responsible for managing client relationships, facilitating workshops, and ensuring all activities comply with bank regulations and policies.

Requirements

Candidates must hold a university degree and an accredited financial planning designation with at least 5 years of experience in high net worth planning. Strong technical knowledge of financial planning processes, excellent presentation skills, and proficiency in financial planning software are required.

Skills

Financial planning
Wealth management
Estate planning
Taxation
Investment strategy
Asset protection
Retirement planning
Cash management
Financial presentation
Architect software
Insurance solutions
Intergenerational wealth transfer
Strategic planning
Business development

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Financial Planning
UHNW
Estate Planning
Taxation
Investment
Asset Protection
Retirement
Cash Management
Architect Software
Insurance
Client Solutions
Compliance
AML
ATF
Financial Advisor
Wealth Transfer
Strategic Planning
Business Development
Relationship Management

Report this job