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Senior Financial Planner

2 months ago

Ottawa, Ontario, Canada Scotiabank Full time
About the Role

We are seeking a highly skilled Senior Financial Planner to join our Centralized Planning Group at Scotiabank. As a key member of our team, you will play a critical role in delivering exceptional financial planning experiences to our clients.

Key Responsibilities
  • Contribute to the overall success of the MD Client Value Performance in Canada by executing individual goals, plans, and initiatives in support of the team's business strategies and objectives.
  • Ensure all activities conducted are in compliance with governing regulations, internal policies, and procedures.
  • Team with regional advisors to develop comprehensive financial plans with varying levels of complexity.
  • Work with regional advisors to efficiently receive all client-related quantitative and qualitative data.
  • Conduct relevant analysis on the client's current situation, create different scenarios depending on the client's situation, and draft specific recommendations on how the client can achieve their goals.
  • Engage MD and Scotia team members at the analysis stage to build necessary solutions into the planning output.
  • Provide a planning document to the regional advisor within the predetermined service-level-agreement (SLA) for further customization and presentation to the client.
  • Participate in the tracking of opportunities derived from the financial planning work completed to spot trends and support the implementation of solutions within MD/Scotia.
  • Constantly improve knowledge on all financial planning topics, areas, and functions as set out by FP Canada/IQPF and MD Financials' policies and procedures.
  • Understand how Scotiabank's risk appetite and risk culture should be considered in day-to-day activities and decisions.
  • Actively pursue effective and efficient operations of their respective areas in accordance with Scotiabank's Values, its Code of Conduct, and the Global Sales Principles, while ensuring the adequacy, adherence to, and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions, and conduct risk.
  • Champion a customer-focused culture to deepen client relationships and leverage broader Scotiabank relationships, systems, and knowledge.
  • Champion a high-performance environment and contribute to an inclusive work environment.
Requirements
  • Minimum 5 years' experience as a financial planner and/or client-facing advisor.
  • A degree in business, commerce, or financial planning.
  • Certified Financial Planner (CFP) designation or the equivalent IQPF designation for Quebec residents.
  • Demonstrated comprehensive financial planning in the current role.
  • Life License (LLQP) for the provinces other than Quebec; or the title financial security advisor from Quebec or a willingness to complete.
Location

Canada: Ontario: Ottawa, Canada: Alberta: Calgary, Canada: British Columbia: Vancouver, Canada: Nova Scotia: Halifax, Canada: Ontario: Toronto