Senior Financial Planner at Scotia Wealth
Scotiabank • regina, division no. 6 • Posted July 09, 2026
Position Overview
Elevate your career with Scotia Wealth Management as a Senior Total Wealth Planner. Provide expert financial planning tailored for high net worth clients in Regina or Saskatoon.
As a Senior Total Wealth Planner, you will deliver comprehensive goals-based financial plans while acting as a subject matter expert. This role requires top-notch skills in financial analysis, client relationship building, and strategic advice. You will meet client needs through collaborative efforts with Advisors and internal teams, ensuring a seamless planning process.
Key Responsibilities:
• Gather client data through in-depth discovery sessions
• Develop, analyze and present tailored financial plans
• Educate colleagues on financial planning strategies
• Foster relationships with local external experts
• Maintain professional standards and service level agreements
Requirements:
• University degree and CFP or CPA designation
• M...
As a Senior Total Wealth Planner, you will deliver comprehensive goals-based financial plans while acting as a subject matter expert. This role requires top-notch skills in financial analysis, client relationship building, and strategic advice. You will meet client needs through collaborative efforts with Advisors and internal teams, ensuring a seamless planning process.
Key Responsibilities:
• Gather client data through in-depth discovery sessions
• Develop, analyze and present tailored financial plans
• Educate colleagues on financial planning strategies
• Foster relationships with local external experts
• Maintain professional standards and service level agreements
Requirements:
• University degree and CFP or CPA designation
• M...