Financial Planning Practice Lead

5 days ago

Quebec, Canada MD Financial Management Full time

Requisition ID: 200696

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English in addition to
French because: they will be required to work closely with other groups from head office who operate primarily in English, they will report to a manager
from head office who is an English speaker, and/or they will serve and English-speaking clientele.

MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Financial Planning Practice Lead to join our team.

Reporting to the Senior Manager, Financial Planning Operations and Execution, as a Financial Planning Practice Lead, you will be accountable for the continuous improvement of overall client and Advisor experience as it relates to financial planning within MD. This includes training, coaching, and supporting Financial Consultants and Regional Managers to deliver best-in-class financial planning to drive business results.

Is this role right for you? In this role you will:

  • You will work closely with the Senior Manager - Financial Planning Operations and Execution and the rest of the Financial Planning Centre of Excellence, to develop and implement enterprise-wide financial planning initiatives and tools for Financial Consultants that support exceptional client value and experience, business growth and sales effectiveness.
  • While working closely with other members of the Financial Planning Centre of Excellence, you will support the development of training curriculums for delivery within the field for ongoing development of Financial Consultants (FCs),
  • You will partner with key stakeholders, including the Regional Heads, Regional Managers, and sales coaches to support the coaching and mentoring of FC staff on all aspects of the financial planning process.
  • You will support the training and orientation of new Financial Consultants and partner with Regional Managers and other coaches to provide training, support, coaching and mentoring of current Consultant staff.
  • You will provide reactive support to Financial Consultants with respect to financial planning while identifying opportunities to provide proactive support.
  • You will identify best practices and communicate/train to these for consistency across the regions.
  • You will assist with business planning and strategies related to financial planning delivery.
  • You will review the quantity and assess quality of financial plans in support of Financial Consultant charter metrics and the firm's business objectives.
  • You will assist in the development of measures to monitor effectiveness of resources and processes and track against business results.
  • You will ensure adherence to professional standards, including policies, procedures and best practices, and professional codes of conduct related to client engagement, taking Scotiabank's risk appetite and culture into consideration relative to day-to-day activities and decisions.

The Must Haves:

  • Demonstrated experience as a financial planner and/or client-facing Advisor.
  • University degree in business, commerce or equivalent experience related to the practice of financial planning.
  • Completion of the Certified Financial Planner (CFP) designation or the equivalent IQPF designation for Quebec residents.
  • Proven track record of training and coaching.
  • Ability to work non-standard hours.
  • Ability to travel.
  • Fluency in both English and French is required

Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you have:

  • The desire to lead by example -encouraging others to model your growth mindset, initiative, passion,
  • integrity, and pro-active yet authentic networking skills.
  • A commitment to employee development - through regular coaching and mentoring; provide positive feedback to develop confidence and constructive feedback to develop competence.
  • Strategic muscle - an innate ability to recognize and interpret business issues and opportunities and
  • recommend solutions through thoughtful analysis.
  • The ability to deliver - using your leadership, communication, interpersonal and collaborative skills to
  • foster trusted relationships with key stakeholders, enabling the achievement of business objectives.
  • A sense of urgency - what's important to the client is top of mind for you. You make getting things done a priority.
  • A 'Jack of All Trades' - demonstrated organizational, planning and project management capabilities coupled with business acumen, strong presentation and public speaking skills and the ability to apply sound judgement.
  • A desire to learn - continually improve your knowledge of all financial planning topics, areas and
  • functions as well as any other client-impacting situations.
  • The ability to work independently and as part of a broader team, leveraging the collaborative process to generate new ideas and provide the best service the client.
  • Confidence - in yourself, in your team and in MD's products and value proposition.

Location(s): Canada : Ontario : Ottawa || Canada : New Brunswick : Moncton || Canada : Ontario : Toronto

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

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