Posted: June 28, 2026
Senior Total Wealth Planner - Scotiabank, Quebec City is listed at Scotiabank on The Beaver Board. Apply using the link below to reach the employer's official application page. Browse more jobs at Scotiabank.
As a Senior Total Wealth Planner at Scotiabank in Quebec City, you will join a purpose-driven team committed to delivering exceptional financial service within an inclusive and high-performing culture. The core purpose of this role is to proactively provide comprehensive financial planning advice and support to high net worth clients of Scotia Wealth Management. You will act as an in-field subject matter expert and champion for financial planning, ensuring it is a key service within the Scotia Wealth Management value proposition. This involves the end-to-end delivery of goals-based financial plans, beginning with deep discovery to gather pertinent client data, followed by the meticulous preparation, analysis, and review of the financial plan and a client-focused executive summary. Your professional expertise will ensure the plan is congruent with the client's specific needs, and you will present these financial plans and related strategies effectively. A critical aspect of this position is identifying opportunities to deepen client relationships and drive business results, fostering a culture where advisors and relationship managers actively incorporate financial planning into their business model. Collaboration with internal colleagues, including taxation, insurance consultants, and estate planners, is essential to provide an integrated and organized approach to wealth management planning.
This Senior Total Wealth Planner position demands a comprehensive technical understanding and execution of the entire financial planning process, encompassing investments, asset protection, retirement strategies, estate planning, cash management, and taxation issues. Successful candidates will possess excellent presentation skills, particularly the ability to articulate complex financial concepts in an easily understood manner to diverse clients. Strong interpersonal skills are crucial for quickly building trust and fostering professional relationships. A working knowledge of the Wealth Management business line, including its value proposition, products, and services for high net worth clients, is expected. The role requires the ability to work independently in a proactive manner while also collaborating effectively within a team of experts to identify opportunities and provide the highest level of service. Expert knowledge of financial planning software, specifically Naviplan, is essential for preparing detailed financial plans. Furthermore, the ability to travel within a designated region to meet clients and achieve planning goals in a timely manner is required. Contributing to the effective functioning of the Financial Planning Advisory team involves active participation in learning and development activities, building strong working relationships across the team and with various business lines, and maintaining a high level of customer service. This role is integral to fostering open communication and sharing knowledge to enhance the development of all team members, ensuring a cohesive approach to client wealth management.
To excel in this Senior Total Wealth Planner role with Scotiabank in Quebec City, candidates must possess a university degree and a professional designation such as a CPA. An accredited financial planning designation, specifically IQPF for Quebec, is also a mandatory requirement. A minimum of five years of experience as a high net worth financial planner is essential, demonstrating a proven track record in comprehensive financial service delivery. Desirable qualifications that would further enhance a candidate's profile include a TEP designation, a Life Insurance license, additional professional designations like CMA, CGA, or LLB, the Canadian Securities Course, and supplementary estate and/or tax courses. Given the location, the successful client-facing professional must have sufficient knowledge of English in addition to French, as the work involves regular interaction and collaboration with groups and individuals based in Toronto, as well as constant engagement with English-speaking clients locally and elsewhere. Adherence to financial planning professional practice standards, internal service level agreements, and professional codes of conduct is paramount for all client engagements, ensuring the highest standard of client wealth management.
