Strategic Total Wealth Planner for HNW Clients

3 weeks ago


Halifax, Canada Scotiabank Full time

A prominent financial institution in Halifax is seeking a Senior Total Wealth Planner to provide comprehensive financial planning advice to high-net-worth clients. The role includes building professional relationships with clients and internal advisors while delivering tailored financial strategies that align with client needs. Qualified candidates should possess a university degree, CFP designation, and a minimum of five years' relevant experience. This position is pivotal in enhancing Scotiabank's wealth management services.#J-18808-Ljbffr



  • Halifax, Canada Scotiabank Full time

    A prominent financial institution in Halifax is seeking a Senior Total Wealth Planner to provide comprehensive financial planning advice to high-net-worth clients. The role includes building professional relationships with clients and internal advisors while delivering tailored financial strategies that align with client needs. Qualified candidates should...


  • Halifax, Canada Scotiabank Full time

    A prominent financial institution in Halifax is seeking a Senior Total Wealth Planner to provide comprehensive financial planning advice to high-net-worth clients. The role includes building professional relationships with clients and internal advisors while delivering tailored financial strategies that align with client needs. Qualified candidates should...


  • Halifax, Canada Scotiabank Full time

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  • Halifax, Canada Scotiabank Full time

       Requisition ID: 245280Join 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...


  • Halifax, Canada Scotiabank Full time

    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 will proactively provide comprehensive financial planning advice and support to high‑net‑worth clients and act as the...


  • Halifax, Canada Scotiabank Full time

    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 will proactively provide comprehensive financial planning advice and support to high‑net‑worth clients and act as the...


  • Halifax, Canada Scotiabank Full time

    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 will proactively provide comprehensive financial planning advice and support to high‑net‑worth clients and act as the...


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