ScotiaMcLeod Senior Financial Planning Associate

1 month ago

Edmonton, Canada Scotiabank Full time

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

Purpose

Contributes to the overall success of ScotiaMcLeod in Canada ensuring specific individual goals, plans, initiatives are executed/delivered in support of the team’s business strategies and objectives.

Ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.

The primary purpose of the Senior Financial Planning Associate is to provide financial planning support to a dedicated Wealth Advisor team in preparing and delivery of personal financial plans to the Advisor’s clients.

Accountabilities

  • Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
  • Proactively supports the financial planning needs of the Advisor’s assigned clients which include a deep discovery with the client to uncover goals and objectives, preparing, presenting the plan and working with the Advisor to implement the recommendations identified in the plan.
  • Proactively support the financial planning needs of advisors by:
    • Inputting client data from documents submitted into the financial planning software;
    • Building a financial 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;
    • Actively tracking and managing the follow-up Action Plan items to ensure they are addressed.
  • Champions an integrated and organized approach to planning through collaboration with internal specialists (Taxation, Insurance, Estate & Trust, Philanthropy). Advocate for advisors to leverage the right planning resources for the right clients and help triage clients into the appropriate channel.
  • Contributes to the ongoing professional practice by participating in monthly Total Wealth Planning calls collaborating with local Senior Total Wealth Planners and Total Wealth Planning Associates to ensure a consistent product and process is delivered to clients.
  • Provides general support to Wealth Advisor and team by providing updates on financial planning trends and strategic recommendations that may benefit their clients.
  • Ensures that all financial plans are accurate and adhere to the Financial Planning Defaults & Standards which are guided by FP Canada; as well as recommend reasonable client focused strategies which requires maintaining an awareness of the latest legislative and financial industry policy.
  • Maintains awareness and currency of the latest legislative and other financial industry changes that may affect Financial Planning techniques.
  • Understands how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
  • Actively pursues effective and efficient operations of his/her 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.
  • Champions a high-performance environment and contributes to an inclusive work environment.

Dimensions

  • ScotiaMcLeod is regulated by Canadian Investment Regulatory Organization (CIRO).
  • Coordinates with key stakeholders across Canadian Wealth Management business lines and team of experts.
  • Provides support to Advisor team and associated ScotiaMcLeod clients.
  • Client facing position with Ultra/High Net Worth clients and prospects.
  • Must be a Certified Financial Planner (CFP).

Education / Experience / Other Information

  • Designation, Licensing: CFP or IQFP (QC only).
  • In-depth understanding of the comprehensive financial planning process including investments, asset protection, retirement, estate planning and tax issues.
  • College or University degree.
  • Proficient with Microsoft Office suite, specifically Word and Excel.
  • Advanced understanding of financial planning software; ability to model complex strategies and workarounds to incorporate new changes and legislations.
  • Experience in Total Wealth Planning engagement from client discovery, plan preparation to presentation delivery.
  • Experience in a client facing role with opportunity to provide financial advice.
  • Strong interpersonal and verbal communication skills.
  • Strong attention to detail and a results focused mindset.
  • Canadian Securities Course and/or Life Insurance License is an asset.
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