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Added 2 mins ago
Assistant
Richardson Wealth Ltd
Burlington, ON
As a leading Canadian wealth management organization, Richardson Wealth offers the personal touch of a boutique firm while delivering big results. With offices across the country, we are…
Added 17 mins ago
SL
Conseiller/Conseillère stagiaire, Programme de perfectionnement du conseiller -Perspectives d'avenir/Advisor Trainee- Advisor Development Program -Future Opportunities
Sun Life
Blainville, QC · Laval, QC · Rouyn-Noranda, QC
- Full-time
…help them plan financially for the various stages of life. Our Advisor Development Program is designed to prepare you for a successful launch to an advisory career at Sun…
Added 17 mins ago
D
Wealth Management Advisor
Desjardins
Saint-Hyacinthe, QC · Caisse Desjardins de la Région de Saint-Hyacinthe
- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 17 mins ago
CG
Investment Advisor Assistant
Canaccord Genuity Group Inc.
Ottawa, ON
- Full-time
Canaccord Genuity (CG) is a leading independent, full-service financial services firm with a strong presence across wealth management and capital markets. We are built on long-term client…
Added 31 mins ago
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Auto Insurance Advisor
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Winnipeg, MB
- Part-time
HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and…
Added 31 mins ago
Banking Advisor - Oromocto, NB (37.5 Hours / Week)
Scotiabank
Oromocto, NB
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 31 mins ago
MaAnalytics, GWM -nager, CWM
Scotiabank
Toronto, ON
Act as a trusted advisor to business leaders across Retail, Wealth, Risk, Finance, and other key functions.
Added 31 mins ago
CF
Investment Operations Associate
CI Financial
Burlington, ON
- Full-time
CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently…
Added 47 mins ago
SC
Financial Advisor - Fort Saskatchenwan
Servus Credit Union
Fort Saskatchewan, AB
- Full-time
Promoting referrals to our Wealth Management, Business Banking teams, and our 3rd party providers
Added 4 hours ago
M
Summer Intern 2027 - Private Wealth
Manulife
Montreal, QC
- Full-time
…starting with you. This internship program with Manulife Private Wealth offers a unique opportunity to gain hands-on experience in the Private Wealth industry. It is ideal for motivated…
Added 4 hours ago
NB
Private Wealth Advisor (1859)
National Bank of Canada
Quebec, QC
- Full-time
A career as a Private Wealth Advisor in the Commercial & Private Banking 1859 team means acting as a preferred financial specialist for wealthy clients. This job allows you to have a…
Added 4 hours ago
NB
Wealth Associate
National Bank of Canada
Brossard, QC
- Full-time
National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 4 hours ago
NB
Associate
National Bank of Canada
Winnipeg, MB
- Temporary
National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 5 hours ago
NB
Associate
National Bank of Canada
Medicine Hat, AB
- Full-time
National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000…
Added 9 hours ago
HT
VP, Accounting & Controllership (Husky)
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- Full-time
Husky TechnologiesTM offers a wealth of opportunity for personal growth and development. Most importantly, Husky Technologies TM offers an opportunity to work with – and be challenged by –…
Added 10 hours ago
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Senior Will and Estate Advisor
Royal Bank of Canada
Halifax, NS
- Full-time
As an RBC Royal Trust professional, the Senior Will and Estate Advisor is responsible for the acquisition of new wills and powers of attorney/mandates appointing Royal Trust in a fiduciary…
Added 11 hours ago
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Investment Funds Advisor Assistant
Royal Bank of Canada
Vancouver, BC
- Full-time
Researching and updating client files in the contact management system
Added 14 hours ago
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Investment Advisor
Royal Bank of Canada
Toronto, ON
- Full-time
Leverage RBCs extensive investment and wealth management resources to create customized portfolios and wealth plans for your clients.
Added 15 hours ago
Financial Advisor - Calgary, AB (September, 2027)
Scotiabank
Calgary, AB
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 15 hours ago
Financial Advisor - Nelson Road, Saskatoon, Saskatchewan
Scotiabank
Saskatoon, SK
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 16 hours ago
Financial Advisor - Port Hope (37.5 hours/week)
Scotiabank
Port Hope, ON
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 16 hours ago
B
Senior Insurance Advisor
BCAA
Vancouver, BC · Cambie Village
- Full-time
We are currently hiring an Insurance Advisor or Senior Insurance Advisor based in our Cambie Service Location!
Added 16 hours ago
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Auto Insurance Advisor
HUB International
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- Full-time
HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and…
Added 17 hours ago
R
Investment Advisor
RBC
Toronto, ON
- Full-time
Leverage RBCs extensive investment and wealth management resources to create customized portfolios and wealth plans for your clients.
Added 17 hours ago
RD
Investment Advisor
RBC Dominion Securities
Toronto, ON
- Full-time
Leverage RBCs extensive investment and wealth management resources to create customized portfolios and wealth plans for your clients.

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

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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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