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Senior Total Wealth Planner - Calgary, AB

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Scotiabank
📍 Calgary, Canada
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Location Calgary
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Posted March 23, 2026
🚗
Commute Local Area
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Local Opportunity Near You!

This job is in your area. Enjoy a short commute and work close to home.

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Job Description

Requisition ID: 255543



Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Purpose of Job:


Financial Planning is a key service provided to clients of Scotia Wealth Management. The Senior Total Wealth Planner is responsible to proactively provide comprehensive financial planning advice and support to high net worth clients and act as the in-field subject matter expert and champion.


Major Accountabilities:

1. Responsible for delivery of end-to-end goals based financial plans by:

  • Gathering key pertinent data and information about the client through deep discovery

  • Preparing, analyzing and reviewing the financial plan and client focused executive summary to ensure that it is congruent with the client's specific needs

  • Presenting the financial plan and related strategies

  • Identifying opportunities to deepen the relati...

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    📍 Location Details

    🌆
    City
    Calgary
    🗺️
    Country
    Canada
    🚗
    Commute
    Local Area

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