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Personal Financial Advisor

1 week ago

Vancouver, British Columbia, Canada Scotiabank Full time

Job Summary:

This is an exciting opportunity for a skilled Total Wealth Planner to join our team at Scotiabank. The successful candidate will have a strong background in financial planning and wealth management, with a proven track record of delivering high-quality services to high-net-worth clients.

Main Responsibilities:

  • To provide comprehensive financial planning services to high-net-worth clients, including business owners, professionals, and executives with complex family dynamics.
  • To conduct full total wealth planning processes from discovery to plan presentation, facilitating the value proposition of trusted advice and customized solutions.
  • To increase breadth of client base by engaging new clients and completing plans for advisors not previously engaged.
  • To champion an integrated and organized approach to planning through collaboration with internal specialists, advocating for advisors to leverage the right planning resources for the right clients.
  • To build and manage relationships to drive collaboration and provide a seamless client experience, working effectively with external professional advisors to provide optimal service on complex planning matters.

Requirements:

  • A university degree.
  • An accredited financial planning designation (CFP or CPA).
  • A minimum of 5 years of experience as a high-net-worth financial planner.
  • A Life Insurance license.
  • The Canadian Securities Course.
  • Estate and/or tax courses.