Accounting & Finance

Financial Planning Practice Lead: Elevate Advisor Outcomes

Scotiabank

Calgary · Alberta · Canada

Scotia Wealth Management is seeking a Financial Planning Practice Lead to shape how we deliver client value through best‑in‑class planning practices. The role focuses on driving enterprise initiatives, coaching Advisors, and enabling high quality financial plans across the team.

You will design training curriculums, onboard Advisors to planning software, and ensure adherence to professional standards while advancing strategic growth.

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Reference: WJ-3875_13900523

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