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Added 5 hours ago
A
Back Office Administrator
Altis
Markham, ON
- $24 to $27 CAD / hour
- Contract
Are you detail-oriented, organized, and looking to build your experience in financial services? We're seeking two Back Office Administrators to join a collaborative wealth management…
Added 5 hours ago
HI
Senior Accounts Receivable Analyst
Healthcare Insurance Reciprocal of Canada (HIROC)
Toronto, ON
- Full-time
Healthcare Insurance Reciprocal of Canada (HIROC) is a trusted healthcare safety advisor, committed to offering a full spectrum of insurance, risk and claims management products and support.
Added 5 hours ago
MW
Associate Investment Advisor
Manulife Wealth
Pointe-Claire, QC
- Full-time
Start a career as an independent advisor, not just a job in finance.
Added 6 hours ago
Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Abbotsford, BC
Westland Insurance Group Ltd is growing and has a new opportunity for an Insurance Advisor in Abbotsford, BC at our Clayburn Plaza office. Do you love to talk about insurance and provide…
Added 6 hours ago
SL
Wealth Sales Representative
Sun Life
Toronto, ON · Sun Life Toronto One York
- Full-time
Assist wholesaler in developing client base segmentation and a strategic business plan to increase sales from advisors in region
Added 6 hours ago
B
Directeur·trice SEO | SEO Director
Bloom
Montreal, QC
- Full-time
…Generative Engine Optimization - GEO), ainsi que la satisfaction…
Added 6 hours ago
D
Advisor, Securities
Desjardins
Mont-Saint-Hilaire, QC
- Full-time
…tasks involved in securities account management. You track client account transactions on a daily basis and resolve various administrative situations. You have to be proactive and think…
Added 6 hours ago
IF
Associate, Sales and Customer Service - Bilingual
Intact FC
Laval, QC
- Full-time
…Associate, Sales and Customer Service, you’ll become a trusted advisor in helping Canadians protect the things they care…
Added 6 hours ago
LP
Loro Piana, Client Advisor - Yorkdale
Loro Piana
Toronto, ON
- $23 to $27 CAD / hour
- Full-time
We are seeking a Client Advisor to join our team at Loro Piana. As a client advisor, you will play a crucial role in the overall success of the store by driving sales growth and delivering…
Added 6 hours ago
BI
Member Implementation Advisor
Better Impact
Remote, Canada
- $58,000 to $63,000 USD / year
- Full-time
- Remote
We're looking for a Member Implementation Advisor to help new members successfully launch and adopt Better Impact software.
Added 6 hours ago
GG
Benefits Specialist - Renewals (Contract Position)
Gryphin Group Services Inc.
Hamilton, ON
- Contract
Create/Prepare client ready reports for presentation to clients
Added 6 hours ago
IW
Portfolio Strategist
IG Wealth Management
Quebec, QC
- Full-time
Provide portfolio analysis and client account review services using Eikon, Factset & Morningstar Advisor Workstation programs.
Added 6 hours ago
W
Regional Manager, British Columbia
Wellington-Altus
Vancouver, BC
- Full-time
Reporting to the Executive Vice-President, Advisor Support, Services & Strategy this position is responsible for supporting advisor teams in their region.
Added 6 hours ago
EG
Senior Terrestrial Biologist / Ecologist
Egis Group
Mississauga, ON
- $120,000 to $135,000 CAD / year
- Full-time
Lead the strategic growth of the Ecological Services practice by identifying emerging market opportunities, regulatory trends, new service offerings and client needs.
Added 6 hours ago
Senior Manager, Branch & ABM Transformation
Scotiabank
Toronto, ON
Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
Added 6 hours ago
T
Manager, Command Centre, Enterprise Workforce Management
TD
London, ON · Toronto, ON
- Full-time
The Workforce Management (WFM) team is a strategic enabler within the North American Shared Services model, supporting customer and colleague experience across all Phone Channel lines of…
Added 6 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Quebec, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 6 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Amos, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 6 hours ago
NB
Banking Advisor
National Bank of Canada
Laval, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 6 hours ago
PC
Regional Wholesaler – Investment Solutions
Peakhill Capital
Toronto, ON
- Full-time
Market Intelligence: Monitor industry developments, competitive offerings, advisor trends, and client needs to identify opportunities for business growth.
Added 7 hours ago
D
Advisor, Securities
Desjardins
Quebec, QC
- Full-time
As a securities advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products and services…
Added 7 hours ago
M
Global Digital Product Manager
Manulife
Toronto, ON
- Full-time
…and partners to implement AEM components that elevates our client experience, and drive customer engagement with our digital…
Added 7 hours ago
BL
Account Manager - Branded Promotional Merchandise Sales
BDA, LLC
Waterloo, ON
- Full-time
You must be both a strategist and a closer and thrive on expanding client relationships, exceeding sales goals, and delivering creative solutions that align with brand compliance and client…
Added 7 hours ago
B
Senior Building Structural Engineer
BPA
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Manage client relationships and serve as a trusted technical advisor.
Added 7 hours ago
CS
Accounts Receivable Advisor- 6 Month Contract
Cogir Senior Living
Mississauga, ON · Support Office - Ontario
- Full-time
Excellent communication, interpersonal and client services skills

Scotiabank

Total Wealth Planner, Advanced Planning Services - Western Canada

Calgary, AB, V6B 4N9, 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 9, 2026

Original job description

Requisition ID: 275975

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 : Alberta : Calgary || Canada : British Columbia : Vancouver || Canada : British Columbia : Victoria || Canada : Manitoba : Winnipeg || Canada : Saskatchewan : Regina || Canada : Saskatchewan : Saskatoon

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 is responsible for creating and delivering comprehensive wealth plans for Ultra High Net Worth clients. They collaborate with internal specialists and advisors to provide customized strategies for wealth accumulation, preservation, and intergenerational transfer.

Requirements

Candidates must hold a university degree and an accredited financial planning designation. A minimum of 5 years of experience in high net worth financial planning is required, along with expert knowledge of financial planning software.

Skills

Wealth planning
Financial planning
Estate planning
Taxation
Investment management
Asset protection
Retirement planning
Cash management
Presentation skills
Interpersonal skills
Financial planning software
Insurance solutions
Strategic planning
Business development

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
Financial planning
Ultra high net worth
Estate planning
Taxation
Asset protection
Retirement planning
Cash management
Architect software
Insurance products
Client discovery
Intergenerational wealth transfer
Strategic planning
Business owners
Financial advisory
Compliance
Risk management
Relationship management
Wealth transfer
Investment strategy

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