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Added 1 hour ago
RB
Associate Director, Market Risk (FRTB Capital)
Royal Bank of Canada
Toronto, ON
- Full-time
…under the Basel 3 Endgame (B3EG) framework. The individual will architect end-to-end production of critical US IHC regulatory submission including the FFIEC 102 (weekly FRTB capital…
Added 3 hours ago
HT
Mechanical Designer (Fluidpower)
Husky Technologies
Bolton, ON
- Full-time
Represent Husky technically in front of customers, suppliers and technical partners
Added 3 hours ago
HT
Product Development Engineer
Husky Technologies
Bolton, ON
- Full-time
…Development Engineer. The successful candidate will lead the technical development of packaging products working with business development, completing engineering, and subsequent launch…
Added 3 hours ago
Machine Learning Engineer, Associate Director
Fitch Group
Toronto, ON
…our AI innovation center. As a Lead ML Engineer, you'll be a technical champion driving this transformation - building breakthrough ML systems that others will study, mentoring engineers…
Added 3 hours ago
SP
Technical Architect Director - PubSec - Mulesoft Canada
Salesforce Partner Canada
Toronto, ON
- Full-time
…customers. Drawing on 15+ years of deep data experience, you set the technical vision, advise…
Added 4 hours ago
G
President / COO - GovernGPT (Montreal)
GovernGPT
Montreal, QC
- $175,000 to $225,000 USD / year
- Full-time
We are YC-backed and profitable, and both our CEO and CTO are technical founders.
Added 4 hours ago
GD
Business Development Manager, Tactical Comms and Information Systems
General Dynamics Missions System International
Ottawa, ON
- Full-time
Work closely with the Solution Architect, Product Line Management Team, and engineering to craft value-based proposals that map TacCIS capabilities to customer mission objectives.
Added 4 hours ago
P
Principal Software Engineer
Photon-IV
Canada
- Full-time
You will be the technical lead for Photon-IV's satellite systems software. You will own the architecture that connects our prediction engine to LEO, MEO and GEO satellite links and to 3GPP…
Added 4 hours ago
Senior Software Engineer, International
Robinhood
Toronto, ON
…products and optimize user acquisition globally. We prioritize technical rigor, system reliability, and quick execution to deliver reliable products to our growing customer base. Our…
Added 7 hours ago
M
Plumbing Engineer
MEPIS
Brampton, ON · Regional Municipality of Peel, ON
- Full-time
…experience who is ready to take on more responsibility, grow technical skills, and contribute to a variety of Healthcare, Higher Education, Science & Technology, K-12, and Residential. Your…
Added 7 hours ago
Q
Solutions Architect
Qorsa
Waterloo, ON
- Full-time
We are hiring a Solutions Architect to lead deployments of CasQade in customer environments, from first scoping through production cutover. You will know our platform well enough to fit it…
Added 7 hours ago
R
Associate Director, Market Risk (FRTB Capital)
RBC
Toronto, ON
- Full-time
…under the Basel 3 Endgame (B3EG) framework. The individual will architect end-to-end production of critical US IHC regulatory submission including the FFIEC 102 (weekly FRTB capital…
Added 7 hours ago
CO
Application & Integration Technical Analyst
City of Saint John
Saint John, NB
- Full-time
Under the direction of the designated IT Manager, the Application and Integration Technical Analyst is a technical lead responsible for system architecture, data strategy, and integration…
Added 7 hours ago
MI
Sap Basis and Security Specialist
Mercer International Inc.
Vancouver, BC
- Full-time
Reporting directly to and mentored by the SAP Senior Solutions Architect, this position offers a direct path for technical career progression into enterprise architecture. The Specialist…
Added 7 hours ago
HT
Mechanical Designer (Fluidpower)
Husky Technologies
Bolton, ON
- Full-time
Represent Husky technically in front of customers, suppliers and technical partners
Added 8 hours ago
HT
Product Development Engineer
Husky Technologies
Bolton, ON
- Full-time
…Development Engineer. The successful candidate will lead the technical development of packaging products working with business development, completing engineering, and subsequent launch…
Added 8 hours ago
SI
IT Architect, Infrastructure – IT/OT Integration
Saputo Inc.
Mississauga, ON
- Full-time
Saputo is seeking a IT Architect, Infrastructure – IT/OT Integration who is hands-on technical leader responsible for the design, implementation, and optimisation of enterprise network,…
Added 8 hours ago
C
Technical Architect
CGI
Halifax, NS
- Full-time
7-10 years experience as a Technical Architect or Solution Architect.
Added 8 hours ago
C
Senior / Principal Forward Deployed Engineering & AI Solutions Architect
CGI
Toronto, ON
- Full-time
…Senior / Principal Forward Deployed Engineering & AI Solutions Architect to help establish, evolve and deliver our Forward Deployed Engineering (FDE) service offering. This is a senior,…
Added 8 hours ago
A
Embedded Software Engineer
Actalent
Ottawa, ON
- $50 to $60 CAD / hour
- Full-time
…features, mentor engineers, improve processes, and provide technical leadership across the…
Added 8 hours ago
CE
Architecte Matériel Senior
CMC Electronics
Montreal, QC
- Full-time
Technical Design & Architecture: Lead the hardware design, specifications and architecture, aligned with system-level and certification requirements. Document decisions (block diagrams, the…
Added 8 hours ago
N
Principal AI/Cloud Engineer
nLogic
Cherry Point, AB
- Full-time
In this role, you will provide technical leadership for AI and cloud engineering efforts, guiding the design, deployment, and sustainment of scalable solutions that support mission-critical…
Added 8 hours ago
SA
Adjunct Instructor- Service Now Fundamentals- Corporate Delivery Opportunity Talent Pool
Southern Alberta Institute of Technology (SAIT)
Calgary, AB · Greater Calgary Metropolitan Area
- Internship
Relevant technical experience within the last six (6) months
Added 8 hours ago
PC
Senior Associate, Workflows and Automation (Sr. ServiceNow Developer)
PwC Canada
Toronto, ON
- Full-time
Architect and implement ServiceNow workflows supporting cybersecurity operations, including incident response, detection engineering tracking, alert correlation, and customer interaction…
Added 8 hours ago
SC
Spécialiste Tests V&V (Senior)
SII Canada
Montreal, QC
- Full-time
Understand test and validation requirements and architect test methodologies that minimize cost

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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