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Senior Financial Planning Associate
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Montreal, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Planning Associate to join our team at Scotiabank. As a key member of our Wealth Management team, you will play a critical role in providing financial planning support to our dedicated Wealth Advisors.Key ResponsibilitiesProactively support the financial planning needs of our Wealth Advisors by...
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Senior Financial Planning Associate
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Montreal, Quebec, Canada Scotiabank Full timeSenior Financial Planning AssociateScotiabank is seeking a highly skilled Senior Financial Planning Associate to join our ScotiaMcLeod team in Montreal. As a key member of our Wealth Management team, you will play a critical role in providing exceptional financial planning support to our dedicated Wealth Advisors.About the RoleThe Senior Financial Planning...
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Montreal, Quebec, Canada Scotiabank Full timeJob SummaryWe are seeking a highly skilled Senior Financial Planning Associate to join our team at Scotiabank. As a key member of our Wealth Management team, you will play a critical role in providing financial planning support to our dedicated Wealth Advisors. Your expertise will help our clients achieve their financial goals and objectives.Key...
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Senior Financial Planning Associate
3 weeks ago
Montreal, Quebec, Canada Scotiabank Full timeJob SummaryWe are seeking a highly skilled Senior Financial Planning Associate to join our team at Scotiabank. As a key member of our Wealth Management team, you will play a critical role in providing financial planning support to our dedicated Wealth Advisors. Your expertise will help our clients achieve their financial goals and objectives.Key...
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Senior Financial Planning Associate
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Montreal, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Planning Associate to join our team at Scotiabank. As a key member of our Wealth Management team, you will play a critical role in providing financial planning support to our dedicated Wealth Advisors.Key ResponsibilitiesProactively support the financial planning needs of our Wealth Advisors,...
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Senior Financial Planning Associate
1 month ago
Montreal, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Planning Associate to join our team at Scotiabank. As a key member of our Wealth Management team, you will play a critical role in providing financial planning support to our dedicated Wealth Advisors.Key ResponsibilitiesProactively support the financial planning needs of our Wealth Advisors,...
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Senior Financial Planning Associate
1 month ago
Montreal, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Planning Associate to join our team at Scotiabank. As a key member of our Wealth Management team, you will play a critical role in providing financial planning support to our dedicated Wealth Advisors.Key ResponsibilitiesProactively support the financial planning needs of our clients, including...
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Senior Financial Planning Associate
1 month ago
Montreal, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Planning Associate to join our team at Scotiabank. As a key member of our Wealth Management team, you will play a critical role in providing financial planning support to our dedicated Wealth Advisors.Key ResponsibilitiesProactively support the financial planning needs of our clients, including...
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Senior Financial Planning Associate
1 month ago
Montreal, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Planning Associate to join our team at Scotiabank. As a key member of our Wealth Management team, you will play a critical role in providing financial planning support to our dedicated Wealth Advisors.Key ResponsibilitiesProactively support the financial planning needs of our clients, including...
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Senior Financial Planning Associate
1 month ago
Montreal, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Planning Associate to join our team at Scotiabank. As a key member of our Wealth Management team, you will play a critical role in providing financial planning support to our dedicated Wealth Advisors.Key ResponsibilitiesProactively support the financial planning needs of our clients, including...
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Senior Financial Planning Associate
2 months ago
Montreal, Quebec, Canada Scotiabank Full timeAbout the RoleWe 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 ResponsibilitiesProactively support the financial planning needs of our clients,...
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Senior Financial Planning Associate
2 months ago
Montreal, Quebec, Canada Scotiabank Full timeAbout the RoleWe 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 ResponsibilitiesProactively support the financial planning needs of our clients,...
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Senior Financial Planning Associate
2 months ago
Montreal, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Planning Associate to join our ScotiaMcLeod team in Montreal. As a key member of our wealth management team, you will play a critical role in providing financial planning support to our dedicated Wealth Advisors.Key ResponsibilitiesProactively support the financial planning needs of our Wealth...
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Senior Financial Planning Associate
2 months ago
Montreal, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Planning Associate to join our ScotiaMcLeod team in Montreal. As a key member of our wealth management team, you will play a critical role in providing financial planning support to our dedicated Wealth Advisors.Key ResponsibilitiesProactively support the financial planning needs of our Wealth...
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Financial Planning Associate
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Montreal, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Planning Associate to join our team at Scotiabank. As a key member of our wealth management team, you will be responsible for providing exceptional client service and delivering tailored financial planning solutions to our clients.Key ResponsibilitiesDevelop and implement comprehensive...
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Financial Planning Associate
1 month ago
Montreal, Quebec, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled and experienced Financial Planning Associate to join our team at Scotiabank. As a key member of our wealth management team, you will be responsible for providing exceptional client service and delivering tailored financial planning solutions to our clients.Key ResponsibilitiesDevelop and implement comprehensive...
Senior Financial Planning Associate
2 months ago
Scotiabank is seeking a highly skilled Senior Financial Planning Associate to join our ScotiaMcLeod team in Montreal. As a key member of our wealth management 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 Wealth Advisors to implement plan recommendations.
- Input client data into financial planning software and build comprehensive financial plans that address clients' immediate and future goals and objectives.
- Provide alternative scenarios or solutions when clients are unable to meet their goals, and identify and communicate referral opportunities to Wealth Advisors.
- Actively track and manage follow-up action plan items to ensure they are addressed, and champion an integrated and organized approach to planning through collaboration with internal specialists.
- Contribute to the ongoing professional practice by participating in monthly Total Wealth Planning calls and collaborating with local Senior Total Wealth Planners and Total Wealth Planning Associates to ensure a consistent product and process is delivered to clients.
- Provide general support to Wealth Advisors and teams by providing updates on financial planning trends and strategic recommendations that may benefit their clients.
- Ensure that all financial plans are accurate and adhere to the Financial Planning Defaults & Standards, and recommend reasonable client-focused strategies that require maintaining awareness of the latest legislative and financial industry policy.
- Maintain awareness and currency of the latest legislative and other 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 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.
- Champion a high-performance environment and contribute to an inclusive work environment.
- Completed education requirements towards the Institut québécois de planification financière (IQPF) designation.
- 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 and 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, with the ability to communicate in English and French.
- Strong attention to detail and a results-focused mindset.
- Canadian Securities Course and/or Life Insurance License is an asset.
