Senior Financial Planning Strategist
4 days ago
Scotiabank is a leading bank in the Americas, guided by its purpose: 'for every future'. We help our customers, their families, and communities achieve success through various advice, products, and services.
Job OverviewThis Senior Financial Planning Strategist role at Scotiabank offers an exciting opportunity to join a winning team that's committed to results. With a focus on financial planning, you'll work closely with high net worth clients to provide comprehensive advice and support.
Key Responsibilities- Developing Financial Plans
- Gather key client data and information through deep discovery.
- Analyze and review financial plans to ensure they meet client needs.
- Present plans and related strategies to clients.
- Identify opportunities to deepen relationships and drive business results.
- Provide ongoing professional financial planning advice on complex strategies.
- Foster collaboration among advisors and relationship managers to incorporate financial planning into their business model.
- Champion the value of financial planning within the organization.
- Collaborate with internal colleagues to integrate financial planning approaches.
- Establish relationships with external experts to provide optimal service on complex planning matters.
- Build relationships with internal teams to drive collaboration.
- Stay up-to-date on financial planning topics.
- Follow standard procedures and best practices in client engagements.
- Meet or exceed Service Level Agreements (SLAs).
- Comprehensive technical understanding of financial planning processes.
- Presentation skills for complex financial concepts.
- Excellent interpersonal skills for building trust.
- Working knowledge of the Wealth Management business line.
- Ability to work independently and collaboratively.
- Expert knowledge of financial planning software.
- Travel to meet clients within designated regions.
- Knowledge of insurance products and solutions.
Required:
- University degree.
- Accredited financial planning designation (CFP).
- Minimum 5 years of experience as a high net worth financial planner.
Desirables:
- TEP designation.
- Life Insurance license.
- Professional designation (CA, CMA, CGA, LLB).
- Canadian Securities Course.
- Additional estate and/or tax courses.
Ottawa, Ontario, Canada
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