Senior Financial Planning Associate
2 weeks ago
As a Senior Financial Planning Associate at ScotiaMcLeod, you will play a key role in providing financial planning support to a dedicated Wealth Advisor team. Your primary responsibility will be to prepare and deliver personal financial plans to the Advisor's clients, ensuring that their financial goals and objectives are met.
Key Responsibilities- Champion a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge.
- Proactively support the financial planning needs of the Advisor's assigned clients, including a deep discovery with the client to uncover goals and objectives, preparing, and presenting the plan.
- Build financial plans that address clients' immediate and future goals and objectives.
- Provide alternative scenarios or solutions when clients are unable to meet goals.
- Identify and communicate referral opportunities to advisors.
- Contribute to the ongoing professional practice by participating in monthly Total Wealth Planning calls.
- Provide general support to Wealth Advisors and teams by providing updates on financial planning trends and strategic recommendations that may benefit their clients.
- CFP Designation required.
- 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; 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.
- Canadian Securities Course and/or Life Insurance License is an asset.
Scotiabank is a leading financial institution that helps employees build their futures. 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, helping to make the futures of our 25 million customers happen. You can find your future here.
-
Senior Financial Planning Associate
2 days ago
Toronto, Ontario, Canada Scotiabank Full timeAbout the RoleAs a Senior Financial Planning Associate at ScotiaMcLeod, you will play a key role in providing financial planning support to a dedicated Wealth Advisor team. Your primary responsibility will be to prepare and deliver personal financial plans to clients, ensuring that their financial goals and objectives are met.Key ResponsibilitiesChampion a...
-
Senior Financial Planning Associate
2 days ago
Toronto, Ontario, Canada Scotiabank Full timeAbout the RoleAs a Senior Financial Planning Associate at ScotiaMcLeod, you will play a key role in providing financial planning support to a dedicated Wealth Advisor team. Your primary responsibility will be to prepare and deliver personal financial plans to clients, ensuring that their financial goals and objectives are met.Key ResponsibilitiesChampion a...
-
Senior Financial Planning Associate
2 days ago
Toronto, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Planning Associate to join our team at ScotiaMcLeod. 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 ResponsibilitiesChampion a customer-focused culture to deepen client relationships and...
-
Senior Financial Planning Associate
2 days ago
Toronto, Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Planning Associate to join our team at ScotiaMcLeod. 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 ResponsibilitiesChampion a customer-focused culture to deepen client relationships and...
-
Financial Planning Specialist
2 days ago
Toronto, Ontario, Canada CMLS Financial Ltd. Full time{"h2": "Job Summary", "p": "We are seeking a highly skilled Financial Analyst to join our team at CMLS Financial Ltd.As a Financial Analyst, you will be responsible for examining and analyzing financial and investment information, providing investment advice and recommendations to clients, and participating in the financial aspects of contracts and calls for...
-
Financial Planning and Analysis Specialist
2 weeks ago
Toronto, Ontario, Canada CMLS Financial Ltd. Full timeAbout the RoleCMLS Financial Ltd. is seeking a highly skilled Financial Analyst to join our team. As a Financial Analyst, you will play a key role in examining and analyzing financial and investment information to provide valuable insights to our clients and senior company officials.Key ResponsibilitiesFinancial Analysis: Examine and analyze financial and...
-
Financial Planning Specialist
3 days ago
Toronto, Ontario, Canada CMLS Financial Ltd. Full time{"h2": "Financial Analyst Role at CMLS Financial Ltd.", "p": "We are seeking a skilled Financial Analyst to join our team at CMLS Financial Ltd. As a Financial Analyst, you will play a key role in examining and analyzing financial and investment information, providing investment advice and recommendations to clients, and participating in the financial...
-
Financial Planning Specialist
3 days ago
Toronto, Ontario, Canada CMLS Financial Ltd. Full time{"h2": "Financial Analyst Role at CMLS Financial Ltd.", "p": "We are seeking a skilled Financial Analyst to join our team at CMLS Financial Ltd. As a Financial Analyst, you will play a key role in examining and analyzing financial and investment information, providing investment advice and recommendations to clients, and participating in the financial...
-
Old Toronto, Ontario, Canada Raymond James Financial Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Manager to lead our Compliance Oversight program for Financial Planning, Insurance, and Tax Preparation business units. As a key member of our Compliance team, you will be responsible for ensuring the effectiveness and efficiency of our compliance programs in preventing, identifying, and...
-
Old Toronto, Ontario, Canada Raymond James Financial Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Manager to lead our Compliance Oversight program for Financial Planning, Insurance, and Tax Preparation business units. As a key member of our Compliance team, you will be responsible for ensuring the effectiveness and efficiency of our compliance programs in preventing, identifying, and...
-
Senior Financial Planning
4 weeks ago
Toronto, Ontario, Canada Relay Financial Full timeAbout Relay Financial:At Relay, we are transforming the traditional banking landscape, empowering business owners with our innovative, all-in-one collaborative money management platform. Our focus is on delivering a human-centric customer experience tailored for employer SMBs and their finance functions, both internal and external.Position Overview:We are...
-
Financial Planning Analyst
4 weeks ago
Toronto, Ontario, Canada CMLS Financial Ltd. Full timePosition OverviewThe Financial Analyst at CMLS Financial Ltd. plays a crucial role in evaluating and interpreting financial data to support strategic decision-making.Educational RequirementsBachelor's degree in Finance, Accounting, or a related fieldEquivalent professional experience is also acceptableWork EnvironmentThis position is set within a hybrid work...
-
Financial Planning Expert
3 days ago
Toronto, Ontario, Canada Humans of HR, Vancouver Full timeUnlock Your Potential as a Senior Wealth Planning AssociateHumans of HR, Vancouver is a boutique recruitment agency that's making waves in the industry. We're on a mission to connect talented professionals with exciting opportunities, and we're looking for a Financial Planning Superstar to join our team.As a Senior Wealth Planning Associate, you'll be the...
-
Financial Planning Expert
2 days ago
Toronto, Ontario, Canada Humans of HR, Vancouver Full timeUnlock Your Potential as a Senior Wealth Planning AssociateHumans of HR, Vancouver is a boutique recruitment agency that's making waves in the industry. We're on a mission to connect talented professionals with exciting opportunities, and we're looking for a Financial Planning Superstar to join our team.As a Senior Wealth Planning Associate, you'll be the...
-
Senior Financial Planning Associate
1 week ago
Toronto, Ontario, Canada Scotiabank Full timeAbout ScotiaMcLeodScotiabank's ScotiaMcLeod is a leading business within Scotia Wealth Management, renowned for its commitment to service excellence and trusted investment advice. Our advisors and teams take pride in exploring innovative approaches to protecting and growing clients' assets.Our ApproachWe empower our team members to deliver Enriched Thinking,...
-
Senior Financial Planning Associate
2 weeks ago
Toronto, Ontario, Canada Scotiabank Full timeAbout ScotiaMcLeodScotiabank's ScotiaMcLeod is a leading business within Scotia Wealth Management, renowned for its commitment to service excellence and trusted investment advice. Our advisors and teams take pride in exploring innovative approaches to protecting and growing clients' assets.Our ApproachWe empower our team members to deliver Enriched Thinking,...
-
Senior Financial Planning Associate
6 days ago
Toronto, Ontario, Canada Scotiabank Full timeAbout ScotiaMcLeodScotiabank's ScotiaMcLeod is a leading business within Scotia Wealth Management, renowned for its commitment to integrity, service excellence, and trusted investment advice. Our advisors and teams take pride in exploring innovative approaches to protecting and growing clients' assets.Our ApproachWe empower our team members to deliver...
-
Senior Financial Planning Associate
5 days ago
Toronto, Ontario, Canada Scotiabank Full timeAbout ScotiaMcLeodScotiabank's ScotiaMcLeod is a leading business within Scotia Wealth Management, renowned for its commitment to integrity, service excellence, and trusted investment advice. Our advisors and teams take pride in exploring innovative approaches to protecting and growing clients' assets.Our ApproachWe empower our team members to deliver...
-
Toronto, Ontario, Canada Raymond James Financial Full timeJob DescriptionSenior Manager, Business Operations and PlanningAt Raymond James Financial, we are seeking a highly skilled and experienced Senior Manager, Business Operations and Planning to join our team. As a key member of our marketing operations team, you will be responsible for developing and implementing comprehensive marketing strategies to support...
-
Toronto, Ontario, Canada Raymond James Financial Full timeJob DescriptionSenior Manager, Business Operations and PlanningAt Raymond James Financial, we are seeking a highly skilled and experienced Senior Manager, Business Operations and Planning to join our team. As a key member of our marketing operations team, you will be responsible for developing and implementing comprehensive marketing strategies to support...