Scotiabank Financial Planning Expert

2 weeks ago


Toronto, Ontario, Canada Scotiabank Full time

At Scotiabank, we're committed to helping our clients achieve their financial goals. As a Senior Financial Planning Associate, you'll play a key role in delivering personalized wealth management solutions.

Company Overview

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 clients' assets.

Job Description

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

Your 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 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.

What You'll Need

  • 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.

Why Join Us

  • We offer a competitive salary range of $80,000 - $120,000 per year, commensurate with experience.
  • A collaborative team environment that encourages creativity, curiosity, and celebrates success.
  • An organization committed to making a difference in our communities – for you and our clients.
  • Free access to Scotia Academy to upskill and develop your skills.
  • A dynamic and inclusive work environment that fosters growth and development.

About Scotiabank

We are one of North America's premier banks, with a long history of serving our customers and communities. At Scotiabank, we're passionate about helping our customers achieve their financial goals. We offer a range of financial services, including personal and commercial banking, wealth management, and insurance.



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