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Added 18 mins ago
KG
Leasing Manager
Kipling Group
Toronto, ON
- Full-time
Develop and execute comprehensive leasing strategies tailored to each retail property, considering market dynamics, property characteristics, and ownership objectives.
Added 18 mins ago
CO
Application & Integration Technical Analyst
City of Saint John
Saint John, NB
- Full-time
5+ year demonstrable experience working with modern ERP environments and related business process domains (e.g. Dynamics 365, Oracle Fusion, Workday, SAP)
Added 19 mins ago
Product Designer
Tigercat | MacDonald Steel
Brantford, ON · Brant, ON
Strong understanding of machine design fundamentals, mechanics, materials science, thermodynamics, and fluid dynamics.
Added 3 hours ago
GC
Red Seal Parts Technician (Warehouseperson)
Glencore Canada
Elkford, BC
- Full-time
Experience with Microsoft Office Suite® including Dynamics AX will be considered a strong asset
Added 4 hours ago
HT
IT Internal Auditor
Husky Technologies
Bolton, ON
- Full-time
Added 4 hours ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
Experience with ERP systems (e.g. Microsoft Dynamics AX)
Added 4 hours ago
HT
Designer, Development (Mechanical)
Husky Technologies
Bolton, ON
- Full-time
Perform calculations and analysis (structural FEA, thermal, dynamics, tolerance stack-up, etc..)
Added 4 hours ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Added 4 hours ago
HT
Internal Auditor (Business Control & IT)
Husky Technologies
Bolton, ON
- Full-time
Added 4 hours ago
TS
Residential Counsellor
The Salvation Army Canada and Bermuda Territory
Hamilton, ON
- Full-time
Demonstrate an understanding of the psychological and social dynamics of working with persons who have a developmental diagnosis and behavioural needs.
Added 4 hours ago
TS
Team Leader
The Salvation Army Canada and Bermuda Territory
Hamilton, ON
- Full-time
Added 4 hours ago
B
ACCOUNT MANAGER, VIRTUAL BUSINESS CENTRE, CONNECT - Saskatoon, Winnipeg, Edmonton, Calgary, Kelowna, Vancouver (Temporary 18 month contract)
BDC
Calgary, AB
- Full-time
Team player with a thorough understanding of the dynamics of small business and underserved markets
Added 6 hours ago
SM
RQ11531 – Scrum Master – Intermediate
S M Software Solutions Inc
Toronto, ON
- Internship
Added 6 hours ago
SM
RQ11491 - Product Manager - Senior
S M Software Solutions Inc
Toronto, ON
- Internship
…defining product strategy and roadmaps, and working with Microsoft Dynamics 365, Power Platform, Azure, and Dataverse. The role requires strong leadership, communication, governance, and…
Added 6 hours ago
SM
RQ11475 - Software Developer - CRM - Senior
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a Senior Software Developer – CRM with strong hands-on experience in Microsoft Dynamics 365, Power Platform, Azure, and Dataverse, along with proven Technical Lead…
Added 7 hours ago
A
Management Consulting Senior Analyst (CPA Candidate)
Accenture
Ottawa, ON · Toronto, ON
- Full-time
Help implement Cloud ERP and enterprise value platforms, including SAP, Oracle, Workday, Microsoft Dynamics, OneStream, and Anaplan.
Added 10 hours ago
HT
IT Internal Auditor
Husky Technologies
Bolton, ON
- Full-time
Added 10 hours ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
Experience with ERP systems (e.g. Microsoft Dynamics AX)
Added 10 hours ago
HT
Designer, Development (Mechanical)
Husky Technologies
Bolton, ON
- Full-time
Perform calculations and analysis (structural FEA, thermal, dynamics, tolerance stack-up, etc..)
Added 10 hours ago
HT
Internal Auditor (Business Control & IT)
Husky Technologies
Bolton, ON
- Full-time
Added 10 hours ago
HT
VP, Accounting & Controllership (Husky)
Husky Technologies
Bolton, ON
- Full-time
Added 12 hours ago
MC
Microsoft Dynamics 365 Finance Functional Consultant – D365 F&O | Manufacturing (35742)
Myticas Consulting
Toronto, ON
- Contract
Microsoft Dynamics 365 Finance Functional Consultant – D365 F&O | Manufacturing
Added 12 hours ago
MC
UI UX Designer – Digital Commerce (35456)
Myticas Consulting
Toronto, ON
- Contract
Experience working alongside ERP or Microsoft Dynamics 365 implementations.
Added 12 hours ago
CO
Application & Integration Technical Analyst
City of Saint John
Saint John, NB
- Full-time
5+ year demonstrable experience working with modern ERP environments and related business process domains (e.g. Dynamics 365, Oracle Fusion, Workday, SAP)
Added 13 hours ago
CT
Head Office Sales Representative
Canadian Timberframes Ltd.
Golden, BC
- Full-time
Strong understanding of customer and market dynamics and requirements.

Scotiabank

Total Wealth Planner, Advanced Planning Services - Ontario

Toronto, ON, M5H 1H1, 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: 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.

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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

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