Financial Controller

2 weeks ago


Toronto, Ontario, Canada Scotiabank Full time

The primary purpose of the Financial Planning Associate is to provide Regional support to Scotia Wealth Management advisors and Specialists.

Proactively support the planning needs of Wealth Advisors and Relationship Managers by:

Inputting client data from documents submitted into the WealthPrint software
Working with Advisors to create a Total Wealth Plan that addresses their clients' immediate and future goals and objectives
Providing alternative scenarios or solutions when clients are unable to meet goals
Identifying and communicating referral opportunities to advisors by completing Executive Summaries and Action Plans
Ensuring that all plans assigned are accurate and completed in a timely manner pursuant to the Service Level Agreement

Education/Work Experience/Designations:

In – depth understanding of the comprehensive financial planning process including investments, asset protection, retirement, estate planning and tax issues.

College or University degree
Excellent Computer Skills (Word and Excel)
Excellent interpersonal and telephone skills
Conquest software experience
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.
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