Senior Total Wealth Planner - Quebec City

Scotiabank

📍 Québec City, Quebec, Canada 💼 Full-time 🕒 Posted July 07, 2026

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Job Description

Requisition ID: 253151 

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:
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 relationship and drive busin...
            

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Job Details

Location Québec City, Quebec
Job Type Full-time
Category Financial Specialists
Posted Date July 07, 2026
Application Deadline August 16, 2026