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Senior Financial Planner

2 months ago

Old Toronto, Ontario, Canada Scotiabank Full time
Senior Financial Planner Opportunity

We are seeking a highly skilled Senior Financial Planner to join our team at Scotiabank. As a Senior Financial Planner, you will play a key role in delivering exceptional financial planning experiences to our clients.

Key Responsibilities:
  • Develop comprehensive financial plans with varying levels of complexity in collaboration with regional advisors.
  • Conduct thorough analysis of client data and create tailored financial planning proposals.
  • Engage with MD and Scotia team members to build solutions into the planning output.
  • Provide high-quality planning documents to regional advisors for further customization and presentation to clients.
  • Participate in tracking opportunities derived from financial planning work to identify trends and support solution implementation.
  • Stay up-to-date with financial planning topics, areas, and functions as set out by FP Canada/IQPF and MD Financials' policies and procedures.
  • Understand and apply Scotiabank's risk appetite and risk culture in day-to-day activities and decisions.
  • Contribute to effective and efficient operations of respective areas in accordance with Scotiabank's Values, Code of Conduct, and Global Sales Principles.
  • Champion a customer-focused culture to deepen client relationships and leverage broader Scotiabank relationships, systems, and knowledge.
  • Contribute to a high-performance environment and an inclusive work environment.
Requirements:
  • Minimum 5 years' experience as a financial planner and/or client-facing advisor.
  • Degree in business, commerce, or financial planning.
  • Certified Financial Planner (CFP) designation or the equivalent IQPF designation for Quebec residents.
  • Demonstrated comprehensive financial planning in the current role.
  • Life License (LLQP) for the provinces other than Quebec; or the title financial security advisor from Quebec or a willingness to complete.

We value the unique skills and experiences each individual brings to the Bank and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.