Senior Total Wealth Planner - Calgary, AB

Calgary, Alberta, Canada • Posted March 23, 2026

Job Type: Full-time

Location: Calgary, Alberta

Posted: March 23, 2026

Category: Financial Specialists

Application Deadline: May 02, 2026

Role 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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