Senior Financial Planning Associate

2 months ago

Montreal, Quebec, Canada Scotiabank Full time
About the Role

We are seeking a highly skilled Senior Financial Planning Associate to join our Scotia Wealth Management team in Montreal. As a key member of our team, you will play a critical role in providing financial planning support to our dedicated Wealth Advisors.

Key Responsibilities
  • Proactively support the financial planning needs of our clients, including conducting in-depth discovery sessions to understand their goals and objectives, preparing and presenting personalized financial plans, and working with our Wealth Advisors to implement recommendations.
  • Champion an integrated and organized approach to planning by collaborating with internal specialists, including taxation, insurance, estate and trust, and philanthropy.
  • Contribute to the ongoing professional practice by participating in monthly Total Wealth Planning calls with local Senior Total Wealth Planners and Total Wealth Planning Associates.
  • Provide general support to our Wealth Advisors and team by staying up-to-date on financial planning trends and providing strategic recommendations.
  • Ensure that all financial plans are accurate and adhere to the Financial Planning Defaults & Standards guided by FP Canada.
  • Maintain awareness and currency of the latest legislative and financial industry changes that may affect financial planning techniques.
  • Understand how Scotiabank's risk appetite and risk culture should be considered in day-to-day activities and decisions.
  • Actively pursue effective and efficient operations of your respective areas in accordance with Scotiabank's Values and Code of Conduct.
  • Champion a high-performance environment and contribute to an inclusive work environment.
Requirements
  • 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.
  • Experience in Total Wealth Planning engagement from client discovery to presentation delivery.
  • Experience in a client-facing role with opportunity to provide financial advice.
  • Strong interpersonal and verbal communication skills, including proficiency in English and French.
  • Strong attention to detail and a results-focused mindset.
  • Canadian Securities Course and/or Life Insurance License is an asset.
What We Offer

As a Senior Financial Planning Associate at Scotiabank, you will have the opportunity to work with a talented team of professionals, develop your skills and expertise, and contribute to the success of our Wealth Management business. We offer a competitive compensation package, comprehensive benefits, and opportunities for career growth and development.

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