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[Urgent Search] Senior Total Wealth Planner

4 weeks ago

Toronto, Canada Scotiabank Full time

Title: Senior Total Wealth Planner - Toronto and GTA West

Requisition ID: 206464

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

Purpose of Job:
Financial Planning is a key service provided to clients of Scotia Wealth Management. The Senior Total Wealth Planner is responsible to proactively provide comprehensive financial planning advice and support to high net worth clients and act as the in-field subject matter expert and champion.

Major Accountabilities:

1. Responsible for delivery of end-to-end goals based financial plans by:

1. Gathering key pertinent data and information about the client through deep discovery

2. Preparing, analyzing and reviewing the financial plan and client focused executive summary to ensure that it is congruent with the client's specific needs

3. Presenting the financial plan and related strategies

4. Identifying opportunities to deepen the relationship and drive business results.

2. Act as subject matter expert and champion for financial planning as a key service available as part of the Scotia Wealth Management value proposition:

1. Providing ongoing professional financial planning advice on complex strategies

2. Fostering and encouraging Advisors and Relationship Managers to incorporate financial planning in their business model.

3. Championing the value, benefits and outcomes of financial planning to both advisors/RMs and clients.

4. Collaborating with internal colleagues (including taxation, insurance consultants, will and estate planners, philanthropic group) to ensure there is an integrated and organized approach to financial planning

5. Providing local software support and advice as required

6. Preparing and facilitating client and staff workshops and seminars on various current topics relating to financial planning

3. Relationship building

1. Develop professional relationships with local external experts (i.e. CA's, lawyers, and other professionals as required) to provide optimal service on complex planning matters.

2. Build relationships with internal advisors/RMs and other experts to drive collaboration among team members

4. Maintain financial planning professional practice standards and internal service level agreement.

1. Remain current on all financial planning related topics

2. Following standard procedures, best practices and professional codes of conduct in regards to client engagements.

3. Meet or exceed SLAs

5. Contribute to the effective functioning of the Financial Planning Advisory team by:

1. Participating actively in team learning development activities and team performance achievements.

2. Building effective working relationships across the team and with various business line and corporate function contacts

3. Maintaining a high level of customer service

4. Facilitating a culture of open and honest communication

5. Actively participating and contributing to touch bases and team meetings

6. Encouraging the generation of new ideas and approaches

7. Actively share knowledge and experience to enhance the development of all team members

8. Developing and executing a meaningful employee development plan

Educational Requirements:

Required:

- University degree
- Accredited financial planning designation (CFP)
- Minimum of 5 years of experience as a high net worth financial planner
- Life Insurance license
- Canadian Securities Course
- Additional estate and/or tax courses

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