Total Wealth Planning Associate

5 days ago

Vancouver, Canada Scotiabank Full time

Requisition ID: 201432
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Purpose


The primary purpose of the Total Wealth Planning Associate is to provide National support to Scotia Wealth Management advisors and Specialists. The Associate is also required to work very closely with other members of the Team of Specialists during plan preparation.

Accountabilities

1.Proactively support the planning needs of ScotiaMcLeod Wealth Advisors and Private investment Counsel Relationship Managers by:

  • Preparing plans submitted to the Central Planning Group by ScotiaMcLeod Wealth Advisors and Private Investment Counsel Relationship Managers
  • 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 an Executive Summary and Action Plan in all plans created in the Central Planning Group
  • Acting as liaison between Team of Experts and Advisors
  • Ensuring that all plans assigned are accurate and completed in a timely manner pursuant to the Service Level Agreement

2. Supporting the domiciled Senior Total Wealth Planners and / or branch planners by:

  • Inputting client data into the WealthPrint software
  • Supporting advisor planning activity within the region
  • Providing total wealth planning associated tax, retirement and estate planning support to advisors
  • Print and Bind plans as requested by advisors or Senior Total Wealth Planners

3. Supporting the Central Planning Group phone and email help line by:

  • Answering phone and email inquiries on total wealth planning associated questions and/or software support
  • Assisting users with plans they have created themselves using WealthPrint
  • Maintaining a high level of customer service

4. Proactively contribute to ongoing professional practice in the Central Planning Group by:

  • Maintaining awareness and currency of the latest legislative and other financial industry changes that may affect planning techniques
  • Writing articles or bulletins regarding legislative changes, planning best practices or ad hoc requests from advisors
  • Developing modeling strategies for the software to incorporate new legislation

5. Contribute to the effective functioning of Client Solutions team by:

  • Building effective working relationships across the team and with various business lines and corporate function contacts
  • Facilitating a culture of open and honest communication
  • Actively participating and contributing to touch bases and team meetings
  • Encouraging the generation of new ideas and approaches
  • Actively share knowledge and experience to enhance the development of all team members
  • Developing and executing a meaningful employee development plan

Skills and Experience


1. Understanding of the total wealth planning process, including investments, asset protection, retirement, estate planning, and tax planning
2. Excellent interpersonal and telephone skills
3. Naviplan experience

Education and other requirements


1.College or University degree
2.Working towards CFP desigination

Location(s): 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.

#J-18808-Ljbffr

  • Wealth Planning Associate

    4 weeks ago

    Vancouver, Canada Nicola Wealth Full time

    We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top Employers,...

  • Wealth Planning Associate

    3 weeks ago

    Vancouver, Canada Nicola Wealth Full time

    **Nicola Wealth Description**: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, proprietary limited partnerships and investment products, 99% client retention rate and award-winning culture combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top...

  • Wealth Planning Associate

    2 weeks ago

    Vancouver, Canada Nicola Wealth Full time

    **Nicola Wealth Description**: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, proprietary limited partnerships and investment products, 99% client retention rate and award-winning culture combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top...

  • Wealth Planning Associate

    2 weeks ago

    Vancouver, British Columbia, Canada Nicola Wealth Full time

    Nicola Wealth Description:We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, proprietary limited partnerships and investment products, 99% client retention rate and award-winning culture combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top Employers,...

  • Senior Wealth Planning Associate

    4 days ago

    Vancouver, Canada Nicola Wealth Full time

    Job Description:Job information Senior Wealth Planning Associate from the Company Nicola Wealth, this latest Senior Wealth Planning Associate job vacancy is located in the city Hybrid work in Vancouver, BC located in the country Canada . This latest job opening is open to job seekers who have the latest education / graduate Bachelor Degree . Job Vacancies...

  • Senior Wealth Planning Associate

    5 days ago

    Vancouver, Canada Nicola Wealth Full time

    Job Description:Job information Senior Wealth Planning Associate from the Company Nicola Wealth, this latest Senior Wealth Planning Associate job vacancy is located in the city Hybrid work in Vancouver, BC located in the country Canada . This latest job opening is open to job seekers who have the latest education / graduate Bachelor Degree . Job Vacancies...

  • Total Wealth Planning Associate

    4 weeks ago

    Vancouver, Canada Scotiabank Full time

    Requisition ID: 193530 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose of Job**: The primary purpose of the Total Wealth Planning Associate is to provide Regional support to Scotia Wealth Management advisors and Specialists. The Associate is also required to work very closely with other...

  • Senior Wealth Planning Associate

    1 week ago

    Vancouver, Canada Nicola Wealth Management Ltd. Full time

    About Nicola Wealth: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of...

  • Senior Wealth Planning Associate

    5 days ago

    Vancouver, Canada Nicola Wealth Management Ltd. Full time

    About Nicola Wealth: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of...

  • Insurance Planning Associate

    2 weeks ago

    Vancouver, Canada Nicola Wealth Full time

    **About Nicola Wealth**: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds, and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one...

  • Administrative Associate

    3 weeks ago

    Vancouver, Canada Nicola Wealth Full time

    **Nicola Wealth Description**: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, proprietary limited partnerships, and investment products, 99% client retention rate and award-winning culture combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top...

  • Wealth Associate, Private Investment Counsel

    4 weeks ago

    Vancouver, Canada Scotiabank Full time

    Requisition ID: 183714 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose of Job**: The Wealth Associate role has been created as a means to develop client-focused talent in Private Investment Counsel. Wealth Associates will be supported in their development by working closely with Market Leads,...

  • Wealth Advisor

    4 weeks ago

    Vancouver, Canada Nicola Wealth Full time

    At Nicola Wealth, our clients deserve the best. The same goes for our people. By bringing together smart, dedicated, high calibre people from diverse backgrounds, we deliver exceptional client service in a truly dynamic work environment. The collaborative, creative, and entrepreneurial spirit on which we were founded provides the opportunity for our...

  • Wealth Advisor

    2 weeks ago

    Vancouver, Canada Nicola Wealth Full time

    At Nicola Wealth, our clients deserve the best. The same goes for our people. By bringing together smart, dedicated, high calibre people from diverse backgrounds, we deliver exceptional client service in a truly dynamic work environment. The collaborative, creative, and entrepreneurial spirit on which we were founded provides the opportunity for our...

  • Was (Wealth Advisory Services) Associate

    1 week ago

    Vancouver, Canada TD Bank Full time

    **WAS (Wealth Advisory Services) Associate**: - 425339BR **Job Category - Primary** - Wealth Management **Work Location** - Pacific Centre - 700 West Georgia Street Corporate **Employment Type** - Regular **City** - Vancouver **Time Type** - Full Time **Province/State** - British Columbia **Hours** - 37.5 **Workplace Model** - Hybrid **Pay...

  • Wealth Advisor

    4 weeks ago

    Vancouver, Canada Nicola Wealth Full time

    At Nicola Wealth, our clients deserve the best. The same goes for our people. By bringing together smart, dedicated, high calibre people from diverse backgrounds, we deliver exceptional client service in a truly dynamic work environment. The collaborative, creative, and entrepreneurial spirit on which we were founded provides the opportunity for our...

  • Associate Wealth Advisor

    4 weeks ago

    Vancouver, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized approach that draws on the full resources of RBC Wealth Management. The RBC Dominion Securities branch located in Vancouver (SW...

  • Associate, Wealth Planning

    2 weeks ago

    Vancouver, Canada Canaccord Genuity Corp. Full time

    Salary Range: $40,000 - $50,000 Who we are: Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships - we achieve this by generating value for...

  • Administrative Associate

    2 weeks ago

    Vancouver, Canada Nicola Wealth Full time

    **Nicola Wealth Description**: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, proprietary limited partnerships, and investment products, 99% client retention rate and award-winning culture combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top...

  • Administrative Associate

    3 weeks ago

    Vancouver, Canada Nicola Wealth Full time

    **Nicola Wealth Description**: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, proprietary limited partnerships, and investment products, 99% client retention rate and award-winning culture combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada's Top...