Total Wealth Planner - Scotiabank, Western Canada

Position summary

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 and delivered in support of the team business strategies and objectives. 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.

Your impact

As a Total Wealth Planner, you will champion a client-focused culture and provide specialized guidance through the intergenerational wealth transfer process while driving collaborative client solutions.

• 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, facilitating our value proposition of trusted advice and customized solutions.
• Increase breadth of client base, measured by plans completed to advisors not previously engaged.
• Champion an integrated and organized approach to planning through collaboration with internal specialists such as Taxation, Insurance, Estate & Trust, and 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 while working with external professional advisors like CPAs and lawyers.
• Understand how the Bank risk appetite and risk culture should be considered in day-to-day activities and decisions.
• Actively pursues effective and efficient operations in accordance with Scotiabank Values, Code of Conduct, and Global Sales Principles.

Who we're looking for

Candidates must bring a strong combination of formal education, accredited designations, and extensive industry experience in high net worth financial planning.

• University degree
• Accredited financial planning designation
• 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, products, and services provided to high net worth clients
• Expert knowledge of financial planning software Architect in order to prepare financial plans
• Knowledge of insurance products and solutions

About the employer

Scotiabank is committed to building a purpose-driven winning team in an inclusive and high-performing culture that champions a high performance environment and contributes to an inclusive workplace.