Home / Jobs / Senior Total Wealth Planner - Toronto, ON

Senior Total Wealth Planner - Toronto, ON

Scotiabank
Full-time Toronto, Ontario Financial Specialists
Posted:
March 23, 2026
Location:
Toronto, Ontario, Canada

Job Description

Requisition ID: 254318 

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 relationsh...

    • Apply for this Job

    Submit your application for the Senior Total Wealth Planner - Toronto, ON position at Scotiabank.

    Apply Now Save for Later

    Job Overview

    Job Type: Full-time
    Location: Toronto, Canada
    Posted: March 23, 2026
    Deadline: May 02, 2026