Senior Wealth Planner – HNW Clients
Job in
Moncton, New Brunswick, Canada
Listed on 2026-02-13
Listing for:
Scotiabank
Full Time
position Listed on 2026-02-13
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management, Financial Services, Financial Consultant
Job Description & How to Apply Below
A leading financial institution in Moncton is seeking a Total Wealth Planner to provide comprehensive wealth planning services to high-net-worth clients. The ideal candidate will have a university degree, financial planning designation, and a minimum of five years of relevant experience. Responsibilities include advising clients on wealth management strategies, collaborating with advisors, and ensuring compliance with regulations.
This role offers an inclusive atmosphere and the opportunity to engage with a diverse clientele, contributing to their financial success.
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Position Requirements
10+ Years
work experience
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