Senior Financial Planning Expert

3 weeks ago

Toronto, Ontario, Canada Scotiabank Full time

About ScotiaMcLeod


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.


We're committed to making a difference in our communities, not just for our customers but for you too. With a focus on total wealth planning, we empower our team members to deliver Enriched Thinking – a unique approach that incorporates your client's thinking, as well as our thinking, to drive results.


About the Role


The primary purpose of this Senior Financial Planning Associate position is to provide financial planning support to a dedicated Wealth Advisor team in preparing and delivering personal financial plans to the Advisor's clients.


In this role, you'll champion a customer-focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge. You'll also proactively support the financial planning needs of the Advisor's assigned clients by:



  • Buiding financial plans that address their immediate and future goals and objectives;
  • Providing alternative scenarios or solutions when clients are unable to meet goals;
  • Identifying and communicating referral opportunities to advisors;
  • Contributing to the ongoing professional practice by participating in monthly Total Wealth Planning calls.

You will 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. We're looking for someone who can make an impact and help build their futures.


Your Skills and Qualifications


To be successful in this role, you should have:



  • CFP Designation required;
  • An in-depth understanding of the comprehensive financial planning process including investments, asset protection, retirement, estate planning, and tax issues;
  • A college or university degree;
  • Proficient with Microsoft Office suite, specifically Word and Excel;
  • An 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.

About Your Compensation


The estimated annual salary for this position is around $80,000-$100,000 CAD, depending on your experience and qualifications. We offer a competitive benefits package, including learning and development opportunities through Scotia Academy, to help you upskill and develop your skills.


What's Next?

  • Financial Planning Expert

    3 weeks ago

    Toronto, Ontario, Canada CARE INSURANCE & FINANCIAL LTD. Full time

    Care Insurance & Financial LTD. is seeking a skilled Financial Planning Expert to join our team.Job SummaryThe successful candidate will be responsible for collecting and analyzing financial information, preparing reports and recommendations for clients, and providing expert advice on investment opportunities.We are looking for an individual with a strong...

  • Senior Financial Planning Expert

    3 weeks ago

    Toronto, Ontario, Canada Scotiabank Full time

    Financial Planning ProfessionalEstimated salary range: $80,000 - $120,000 per year.About the RoleThis is an exciting opportunity to work as a Senior Financial Planning Expert at Scotiabank in Canada. As a key member of our Wealth Management team, you will be responsible for providing comprehensive financial planning advice to high net worth clients and...

  • Senior Financial Planning and Analysis Expert

    3 weeks ago

    Toronto, Ontario, Canada LRC INC. Full time

    Job Description:LRC INC. is seeking a highly skilled Senior Financial Planning and Analysis Expert to join our team. In this role, you will play a critical part in shaping the company's financial strategy and ensuring its success.About the Role:This senior-level position involves providing expert financial planning and analysis support to senior management...

  • Financial Planning Expert for Strategic Growth

    3 weeks ago

    Toronto, Ontario, Canada University of Toronto Full time

    About the University of Toronto:The University of Toronto is a leading institution in Canada, renowned for its academic excellence and innovative research. The Faculty of Arts & Science is at the heart of this excellence, comprising 29 departments, seven colleges, and 46 interdisciplinary centers.Our mission is to foster a culture of curiosity, creativity,...

  • Strategic Financial Planning Expert

    3 weeks ago

    Toronto, Ontario, Canada Sinai Health Full time

    Job Title: Strategic Financial Planning ExpertCompany Overview:Sinai Health is a leading academic health science centre with a provincial, national and international reputation for discovering and delivering life-changing care. We are committed to a culture of belonging and an inclusive environment that attracts and retains a diverse workforce, reflecting...

  • Lead Financial Planning and Analysis Expert

    5 days ago

    Toronto, Ontario, Canada Vaco Full time

    About the RoleWe are seeking a highly skilled Lead Financial Planning and Analysis Expert to join our team in Toronto. As a key member of our financial team, you will be responsible for providing strategic financial planning and analysis support to our clients.Key Responsibilities:Develop and implement financial planning and analysis models to drive business...

  • Senior Financial Planning Manager

    7 days ago

    Toronto, Ontario, Canada Bank of Montreal Full time

    Unlock Your Potential as a Senior Financial Planning ManagerAt the Bank of Montreal, we are seeking an experienced Senior Financial Planning Manager to join our team. This role offers a unique opportunity to leverage your expertise in financial planning and analysis to drive business growth and profitability.About the Role:As a Senior Financial Planning...

  • Senior Financial Planning Specialist

    3 weeks ago

    Toronto, Ontario, Canada Baycrest Full time

    **Job Title:** Senior Financial Planning Specialist**Company Overview:** Baycrest is a leading healthcare organization that provides excellent patient care and engages in innovative research.**Salary Range:** $90,000 - $120,000 per annum, depending on experience and qualifications.**Job Description:As a Senior Financial Planning Specialist at Baycrest, you...

  • Lead Financial Planning Expert

    3 weeks ago

    Toronto, Ontario, Canada Vaco Full time

    About the OpportunityWe are seeking a highly skilled Lead Financial Planning Expert to join our team. As a key member of our finance department, you will be responsible for preparing annual budgets and reviewing inputs from various stakeholders.Your primary objective will be to analyze large volumes of data on Excel and interpret it using analytical tools,...

  • Senior Manager, Taxation Expert

    3 weeks ago

    Toronto, Ontario, Canada Foresters Financial Full time

    About the RoleThis exciting opportunity is part of Foresters Financial's Tax team in Canada. As a Senior Manager, Taxation Expert, you will play a crucial role in supporting the company's tax operations and ensuring compliance with relevant tax laws and regulations.

  • Financial Planning Expert

    3 weeks ago

    Toronto, Ontario, Canada Scotiabank Full time

    About the RoleA Financial Advisor, Investment & Retirement Planning is a member of the branch sales team responsible for contributing to the team's overall success. The primary role is to establish and deepen investment and primary banking relationships with customers.This role involves being passionate about financial sales and delivering trusted financial...

  • Financial Planning Expert

    3 weeks ago

    Toronto, Ontario, Canada The Globe and Mail Full time

    Unlock the Power of Strategic PlanningWe are seeking an exceptional Financial Planning Expert to join our team at The Globe and Mail, Canada's most respected media brand.About the Role:This is a critical position that will play a key role in helping us carry out our annual strategic plan. As a Financial Planning Expert, you will be responsible for providing...

  • Financial Planning Strategist

    3 weeks ago

    Toronto, Ontario, Canada Canadian Tire Corporation Full time

    Job DescriptionAs a Senior Financial Analyst on our Corporate Planning & Reporting team, you will play a key role in reporting and analyzing the Company's performance, delivering actionable insights to senior management, the CFO, and the Board. This is a highly visible, customer-facing role that requires strong storytelling skills to communicate complex...

  • Senior Financial Planning and Analysis Expert

    3 weeks ago

    Toronto, Ontario, Canada CNA Full time

    Job OverviewCNA is seeking a highly skilled Senior Financial Analyst to join our team. As a key member of our finance department, you will be responsible for providing financial analysis and planning support to the business.

  • Senior Financial Analyst

    3 weeks ago

    Toronto, Ontario, Canada Toronto Hydro Full time

    Job SummaryThis Senior Financial Analyst role at Toronto Hydro is a key position that contributes to the overall success of the organization by executing core financial activities and providing value-added services to support business goals.Key ResponsibilitiesProvide expert guidance on financial transactions, including capital expense versus operating...

  • Senior Financial Planning Strategist

    3 weeks ago

    Toronto, Ontario, Canada Sun Life Full time

    Sun Life Financial is a top provider of life, health and wealth products in the Canadian marketplace.This role represents close to 30 per cent of all Sun Life Financial global revenue and more than 50 per cent of Canadian earnings.As a Senior Financial Planning Strategist, you will partner with Advisors and other experts to provide advanced planning...

  • Senior Financial Services Expert

    5 days ago

    Toronto, Ontario, Canada Minted Search Group Full time

    Job DescriptionWe are seeking a skilled Senior Financial Services Expert to join our team at Minted Search Group.About the Role:The Senior Staff Accountant contributes to clients' financial success by providing expert advice, compliance services, and strategic guidance. Key Responsibilities include preparing Notice to Reader financial statements in...

  • Financial Planning Expert

    4 weeks ago

    Toronto, Ontario, Canada Scotiabank Full time

    Scotiabank is a leading bank in the Americas, driven by our purpose: "for every future". We empower our customers to achieve success through a wide range of advice, products and services.We're seeking a skilled Financial Planning Expert to join our team. As a key player in our organization, you'll focus on developing and deepening client relationships by...

  • Financial Planning Expert

    3 weeks ago

    Toronto, Ontario, Canada Scotiabank Full time

    About the RoleAs a Senior Financial Advisor at Scotiabank, you will play a crucial role in helping customers achieve their financial goals. With a strong focus on customer-centric service, you will be responsible for building long-term relationships with clients and providing them with personalized advice on financial planning.We are seeking an experienced...

  • Strategic Financial Planning Manager

    3 weeks ago

    Toronto, Ontario, Canada Toronto Community Housing Full time

    Are you a seasoned financial expert looking to join the Toronto Community Housing team as a Senior Financial Analyst - Financial Modelling and Financing? We are seeking a highly skilled individual to lead our financial planning and analysis efforts, providing strategic insights to support business decisions.