ScotiaMcLeod Financial Planner

Requisition ID: 210439As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients’ assets.When you join ScotiaMcLeod, you’ll be empowered to deliver Enriched Thinking®, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client‑centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too.Brief IntroductionAs a Financial Planner with ScotiaMcLeod, you will support an Advisor in Total Wealth Planning by preparing and delivering financial plans to clients.Is this role right for youIn the role you willSupport the financial planning needs of an Advisor’s clients through the process of deep discovery and creation and delivery of a Total Wealth PlanSupport Advisor in implementation of Total Wealth Strategies in collaboration with Team of SpecialistsChampion a client focused culture to deepen client relationshipsSupport Advisor in creating and delivering client seminars related to financial planning topicsMaintain financial planning professional practice standards while staying current on all financial planning related topicsDo you have the skillsWe would love to work with you if you have:CFP or IQFP (QC only) designation and ≥ 2 years experienceAdvanced understanding of financial planning software; ability to model complex strategiesExperience in Total Wealth Planning engagement from client discovery, plan preparation to presentation deliveryStrong interpersonal and verbal communication skillsWhat’s in it for youCompetitive Compensation and Benefits package including annual incentive plans, time off entitlements, Pension Plan, Employee Share Ownership Plan and favourable employee rates for employee bankingThe opportunity to join a forward‑thinking organization where you are surrounded by a collaborative team of innovative thinkersAn organization committed to making a difference in our communities– for you and our clientsAn inclusive working environment that encourages creativity, curiosity and celebrates successLearning and Development – via Scotia Academy, a virtual learning experience to upskill and develop your skills at work or from your personal device#SWM #LI-Onsite #LI-HA1Location(s): Canada : Ontario : OttawaScotiabank 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