Scotiamcleod Business and Family Advisory Associate

6 months ago

Toronto, Canada Scotiabank Full time

Requisition ID: 192934

As 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.

**PURPOSE**:
The Business and Family Wealth Specialist (BFWS) is responsible for providing comprehensive planning and advisory support to our most complex Ultra High Net Worth (UHNW) and business owner clients.

**IS THIS ROLE RIGHT FOR YOU**

In this Role You Will:

- Lead the in-depth planning process, coordinating the integration of other experts, and deliver comprehensive planning recommendations that lead to the deepening of existing, valuable client relationships and the acquisition of new Ultra High Net Worth clients
- Engage in consultation meetings with clients or prospects and their RMs to identify planning opportunities
- Be proactive in internal and external communications around Ultra High Net Worth Client planning and business transition as a value added service offering available throughout Scotiabank
- Work closely with local sales management leaders to create awareness and identify opportunities to promote the Advanced planning offering
- Develop a thorough understanding of the Scotiabank Team of Experts (TOE) offerings and strong working relationships with local partners
- Develop and manage local relationships with external specialists and engage with them as part of the planning process, as required
- Contribute to the effective functioning of the Advanced Planning Team by assisting in the development and testing of processes, policies and other tools.
- Participate actively in team learning development activities while encouraging new ideas and approaches

**DO YOU HAVE THE SKILLS**:
We would love to work with you if you have:

- Professional designation (CPA,CA, CMA, CGA, LLB) or demonstrated significant in-depth knowledge of the segment and related technical planning issues and strategies
- Accredited financial planning designation (CFP, RFP, PFP, Pl. Fin -IQPF applicable for Quebec)
- Minimum ten years’ experience delivering planning solutions to business owners and/or Ultra High Net Worth clients

**WHAT'S IN IT FOR YOU**
- At ScotiaMcLeod we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development - there are endless possibilities. At ScotiaMcLeod
- you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here.
- The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers.
- An organization committed to making a difference in our communities
- for you and our clients.
- An inclusive working environment that encourages creativity, curiosity and celebrates success.
- Learning and Development - free access to Scotia Academy to upskill and develop your skills

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.

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